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Gathering insights about Summit Financial Group, Inc.

Summit Financial Group, Inc. Tech Stack

Summit Financial Group, Inc. uses 8 technology products and services including QuickBooks, WordPress, Open Graph, and more. Explore Summit Financial Group, Inc.'s tech stack below.

  • QuickBooks
    Accounting And Finance
  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • Hover
    Domain Name Services
  • Microsoft Office
    Office Suites
  • Yoast SEO Premium
    Search Engines
  • Google Search Console
    Web Analytics
  • Gravity Forms
    Web Platform Extensions

Summit Financial Group, Inc.'s Email Address Formats

Summit Financial Group, Inc. uses at least 1 format(s):
Summit Financial Group, Inc. Email FormatsExamplePercentage
FLast@yoursummit.comJDoe@yoursummit.com
91%
Last@yoursummit.comDoe@yoursummit.com
5%
LastFi@yoursummit.comDoeJo@yoursummit.com
2%
First.Last@yoursummit.comJohn.Doe@yoursummit.com
2%

Frequently Asked Questions

Where is Summit Financial Group, Inc.'s headquarters located?

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Summit Financial Group, Inc.'s main headquarters is located at 5420 Lbj Freeway Suite 1940 Dallas, Texas 75240 United States. The company has employees across 2 continents, including North AmericaAsia.

What is Summit Financial Group, Inc.'s phone number?

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You can contact Summit Financial Group, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Summit Financial Group, Inc.'s stock symbol?

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Summit Financial Group, Inc. is a publicly traded company; the company's stock symbol is SMMF.

What is Summit Financial Group, Inc.'s official website and social media links?

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Summit Financial Group, Inc.'s official website is yoursummit.com and has social profiles on LinkedIn.

What is Summit Financial Group, Inc.'s SIC code NAICS code?

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Summit Financial Group, Inc.'s SIC code is 6411 - Insurance Agents, Brokers, and Service NAICS code is 52 - Finance and Insurance.

How many employees does Summit Financial Group, Inc. have currently?

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As of June 2026, Summit Financial Group, Inc. has approximately 141 employees across 2 continents, including North AmericaAsia. Key team members include Vice President Of Employee Benefits: K. M.Vice President Of Sales: D. N.Vice President Client Management: K. H.. Explore Summit Financial Group, Inc.'s employee directory with LeadIQ.

What industry does Summit Financial Group, Inc. belong to?

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Summit Financial Group, Inc. operates in the Financial Services industry.

What technology does Summit Financial Group, Inc. use?

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Summit Financial Group, Inc.'s tech stack includes QuickBooksWordPressOpen GraphHoverMicrosoft OfficeYoast SEO PremiumGoogle Search ConsoleGravity Forms.

What is Summit Financial Group, Inc.'s email format?

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Summit Financial Group, Inc.'s email format typically follows the pattern of FLast@yoursummit.com. Find more Summit Financial Group, Inc. email formats with LeadIQ.

When was Summit Financial Group, Inc. founded?

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Summit Financial Group, Inc. was founded in 1988.

Summit Financial Group, Inc.

Financial ServicesTexas, United States51-200 Employees

Summit Financial Group, Inc. operates in the financial services sector, designing and implementing professional benefits, insurance, and investment solutions for its clients. The firm leverages years of industry knowledge and a team of credentialed professionals to address clients' long-term financial needs. Investment advisory and securities services are offered through Cetera Advisor Networks LLC, which operates separately from the other entities named in its network. 

Based in Dallas, Texas, Summit positions itself as a full-service benefits firm, providing integrated solutions aimed at helping clients manage and protect their financial well-being. In 2024, the company expanded its Southwest footprint by acquiring Compass Benefit Solutions, LLC, signaling growth beyond its original markets.

Section iconCompany Overview

Headquarters
5420 Lbj Freeway Suite 1940 Dallas, Texas 75240 United States
Phone number
SIC Code
6411 - Insurance Agents, Brokers, and Service
Stock Symbol
SMMF
NAICS Code
52 - Finance and Insurance
Founded
1988
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Summit Financial Group, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Summit Financial Group, Inc.'s revenue is estimated to be in the range of $100M$250M

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