Summitry

Q: What is Summitry's company size?

Summitry has 51 - 200 people working.

Financial Services

Revenue

11M - 100M

Total Funding

Size

51 - 200

About Us

At Summitry, we help you maximize the benefits of living in one of the most unique areas in the world. Our personalized financial planning guidance and investment strategies are specially suited for life in the Bay Area

Contact Information

Foster City , California , United States

summitry.com

Summitry Org Chart

Employees

Total Employees:
30

Top Contacts:
1

C-Level 0	VP - Level1
Director-	Manager-
Others30

Employees Working At Summitry

Conor Wilkes

Chief Operating Officer

Sherry Williams

Senior Relationship Manager CFP

Tom Guinane

Principal

Alexander Leitzes

Principal

Curt Tyler

Investment Associate

Summitry Email Formats

Buyer Intent

Pain Points	Locations	Technologies
Application Development	Foster City, CA	communication, assessment, natural, fp, financial, compliance, web interface, collaboration, operations, networking, scope, client service
Backup,DR, Dedup	Foster City, CA	communication, assessment, fp, financial, collaboration, operations, client service
CRM Implementation	Foster City, CA	communication, assessment, fp, financial, compliance, web interface, collaboration, operations, client service
Compliance	Foster City, CA	communication, natural, financial, compliance, web interface, collaboration, operations, client service
Digital Transformation	Foster City, CA	communication, assessment, natural, fp, financial, compliance, web interface, collaboration, operations, networking, scope, client service

Trigger

Tech Stack Used By Summitry

A quick view of products employed by Summitry

Board

Director

Salesforce

Workplace

List of technologies used by Summitry

Assessment

Client service

Collaboration

Communication

Compliance

Languages Used By Summitry

Fp Natural

OS Used By Summitry

Scope

Jobs at Summitry

Hiring 2024-12-24 12:10:03

Associate Financial Advisor

Foster City, CA

Associate Financial Advisor (AFA)Summitry is a Bay Area wealth management firm with $2B in assets...

Hiring 2024-10-01 14:41:41

Finance Manager

Foster City, CA

Summitry is a Bay Area wealth management firm with $2B in assets, 40+ employees, and over 1000 cl...

Hiring 2024-10-10 14:23:35

Wealth Intern - Summer 2025

Foster City, CA

An excellent opportunity for a college student or recent graduate eager to gain knowledge and exp...

Hiring 2024-11-01 05:28:02

Client Service Specialist Manager

Foster City, CA

Summitry is a Bay Area wealth management firm with more than $2B in assets, 40+ employees, and ov...

Frequently Asked Questions About Summitry

What does Summitry do?+

What is Summitry's industry? +

Summitry operates in the Financial services industry.

What is Summitry's revenue? +

Summitry's revenue is 11m - 100m

What is Summitry's company size? +

Summitry has 51 - 200 employees.

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