Insights

Growing financing needs Smaller firm with 2-10 employees and revenue between 1M-10M suggests ongoing or expanding working capital needs; opportunities for a broad suite of commercial finance products such as accounts receivable financing, unsecured lines of credit, SBA financing, and bridge loans.

Diverse product fit Extensive service lineup including commercial real estate, heavy equipment, health care, hotel financing, and private equity joint ventures indicates multiple cross-sell opportunities across industries and stages of business growth.

Tech-enabled sales Active use of WordPress, Shopify, and email/CRM tools implies capacity for digital marketing and lead nurture; leverage content syndication, targeted campaigns, and data-driven outreach to attract SMB borrowers.

SMB market focus Revenue scale and staffing suggest a focus on small to mid-market businesses; target niches within hospitality, healthcare, and real estate sectors where financing cycles are frequent and customized loan structures are valued.

Competitive positioning Compared to larger incumbents, Summit Funding Solutions can emphasize speed, advisory support, and flexibility in structuring non-traditional financing; highlight a broad product set as a differentiator for SMBs seeking integrated financing solutions.

Similar companies to Summit Funding Solutions

Summit Funding Solutions Tech Stack

Summit Funding Solutions uses 8 technology products and services including WordPress, Shopify, Google Workspace, and more. Explore Summit Funding Solutions's tech stack below.

Summit Funding Solutions's Email Address Formats

Summit Funding Solutions uses at least 2 email formats:
Summit Funding Solutions Email FormatsExamplePercentage
First@summitfunding.comJohn@summitfunding.com
100%
First@summitfundingsolutions.comJohn@summitfundingsolutions.com
100%

Frequently Asked Questions

What is Summit Funding Solutions's phone number?

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You can contact Summit Funding Solutions'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 Funding Solutions's official website and social media links?

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Summit Funding Solutions's official website is summitfundingsolutions.com and has social profiles on LinkedIn.

How much revenue does Summit Funding Solutions generate?

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As of August 2026, Summit Funding Solutions's annual revenue is estimated to be $1M - $10M.

What is Summit Funding Solutions's NAICS code?

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Summit Funding Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Summit Funding Solutions have currently?

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As of August 2026, Summit Funding Solutions has approximately 3 employees across 1 continents, including North America. Key team members include President: J. N., President: J. P. and Senior Mortgage Broker: S. N. Explore Summit Funding Solutions's employee directory with LeadIQ.

What industry does Summit Funding Solutions belong to?

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Summit Funding Solutions operates in the Financial Services industry.

What technology does Summit Funding Solutions use?

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Summit Funding Solutions's tech stack includes WordPress, Shopify, Google Workspace, Mailchimp, Google Cloud, Priority Hints, WP Engine and Google Tag Manager.

What is Summit Funding Solutions's email format?

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Summit Funding Solutions's email format typically follows the pattern of First@summitfunding.com. Find more Summit Funding Solutions email formats with LeadIQ.

When was Summit Funding Solutions founded?

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Summit Funding Solutions was founded in 2017.
Summit Funding Solutions logo

Summit Funding Solutions

Financial ServicesNew York, United States2-10 Employees

Summit Funding Solutions operates in the financial services sector, offering a broad range of financing options to support business growth and operations. Its offerings include acquisition financing, bridge and hard money loans, commercial real estate loans, heavy equipment financing, SBA financing, and accounts receivable financing. The firm also arranges private equity and joint ventures, hotel financing, franchise financing, contract financing, merchant cash advances, purchase order and trade finance, and unsecured lines of credit.

Based in Bohemia, New York, Summit Funding Solutions operates with national reach in commercial finance and business loans. With a small team, the company engages with clients to determine which financing solution best fits their situation. Its service scope encompasses traditional lending as well as more specialized arrangements, supporting startups and established businesses seeking capital for growth.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Summit Funding Solutions's revenue is estimated to be in the range of $1M - $10M

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