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Summit Trail Advisors Logo
Summit Trail Advisors Growth Score
48
CB Rank
752453
Heat Score
33
Summit Trail Advisors is a private investment office founded by seasoned professionals committed to delivering the investment prowess .
Founded
obfuscation
Private New York, New York, United States11-50 www.summittrail.com
Banking
Crowdfunding
Financial Services
Overview

Summit Trail Advisors
Growth Score
48
Heat Score
33

Growth Score48
-19 pts
in past quarter
Heat Score 33
-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
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Summit Trail Advisors

CB Rank
752453
Summit Trail Advisors is a private investment office founded by seasoned professionals committed to delivering the investment prowess .
Founded
obfuscation
Private New York, New York, United States11-50 www.summittrail.com
Banking
Crowdfunding
Financial Services

Key People

Details

Operating Status Active
Company Type For Profit
Founders  Jack Petersen, Tom Palecek
Phone Number +1 (415) 604-5225
Predictions & Insights

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Outsourced Family Office Services
Coordinates and manages the entire financial team for ultra-high-net-worth clients to create integrated wealth solutions tailored to their needs.
Investment Advisory
Offers investment management and advisory services tailored to the complex needs of wealthy individuals and families.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 2 Contacts 116

Employee Profiles

News

News and Press

News•Sep 18, 2025
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News•May 25, 2025
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News•May 19, 2025
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News•May 19, 2025
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

4,303
234.08%
 in past month

IT Spend

$1.3MThis year, Summit Trail Advisors is projected to spend $1.3M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Deal Advisory Logo
Deal Advisory
96
Malware Threats Logo
Malware Threats
95
Remote Working Logo
Remote Working
95

Actively Used Products

13Summit Trail Advisors uses 13 technology products and services including DigiCert, Apache Server, and  jQuery, according to G2 Stack.

Active Website Tech Count

6Summit Trail Advisors is actively using 6 technologies for its website, according to BuiltWith. These include DNSSEC, CommonCrawl Top 5m, and  Amazon Virginia Region.

Total IP

3Summit Trail Advisors has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations
Frequently Asked Questions

Where is Summit Trail Advisors's headquarters? Summit Trail Advisors is located in New York, New York, United States.Who are Summit Trail Advisors's competitors? Alternatives and possible competitors to Summit Trail Advisors may include CIBC, Cresset, and  Rockefeller Capital Management.
Who We Are
What We Do
Helpful Links
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