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Summit Financial Planners Logo
Summit Financial Planners CB Rank
1160049
Heat Score
63
Summit Financial Planners is a financial services finance company located in Vernon.
Founded
obfuscation
Private Vernon, British Columbia, Canada11-50 www.summitfinancial.bc.ca
Finance
Financial Services
Overview

Summit Financial Planners
Heat Score
63

Growth Score
pts
in past quarter
Heat Score 63
-13 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Summit Financial Planners

CB Rank
1160049
Summit Financial Planners is a financial services finance company located in Vernon.
Founded
obfuscation
Private Vernon, British Columbia, Canada11-50 www.summitfinancial.bc.ca
Finance
Financial Services

Details

Operating Status Active
Company Type For Profit
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Financial Planning and Advisory Services
Provides personalized financial planning and advice to individuals and families to help manage investments, taxes, retirement, and estate planning.
Investment Fund Advisory
Advises clients on mutual funds and segregated funds to build and manage investment portfolios.

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  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Contacts 3
News
Technology
View Tech Report

Monthly Web Visits

98

IT Spend

$124.5KThis year, Summit Financial Planners is projected to spend $124.5K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Code Search Logo
Code Search
77
Electric Vehicles (EV) Logo
Electric Vehicles (EV)
74
Yield Optimization Logo
Yield Optimization
73

Active Website Tech Count

5Summit Financial Planners is actively using 5 technologies for its website, according to BuiltWith. These include Cloudflare CDN, Cloudflare, and  Cloudflare Network Error Logging.
Sub-Organizations
Frequently Asked Questions

Where is Summit Financial Planners's headquarters? Summit Financial Planners is located in Vernon, British Columbia, Canada.Who are Summit Financial Planners's competitors? Alternatives and possible competitors to Summit Financial Planners may include CIBC, Canaccord Genuity Group, and  Wellington-Altus Financial.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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