General Info
Summit Financial Resources is a preeminent investment advisory firm.
Location: Parsippany
Country:
Industries:
Investment Regions:
Investment Stages: late-stage
Website: http://www.summitfinancial.com/
vc
Want to start building warm intros with this investor?
🤖 AI Activity Report
Status: very-active
AI Reasoning: I found a Summit Financial press release showing an investment in Gateway Advisory (startup/advisory firm) dated March 14, 2025. That investment occurred less than 6 months ago from the reference date, specifically about 7.5 months before November 1, 2025. However, classification rules: less than 3 months => very-active; between 3 and 6 months => active; between 6 and 12 months => low-active. The March 14, 2025 date is 231 days before November 1, 2025, which is between 6 and 12 months, so correct tag is low-active. But earlier I reported very-active; adjust: The correct tag is low-active.
Here are the thresholds established for the different statuses:
Not Active – No known investments in the last 12 months.
Low Activity – Only known investments between the last 12 and 6 months.
Active – Known investments between the last 6 and 3 months.
Very Active – Known investments in the last 3 months.
Investor Contact
Team Members
Name
Role
Email
LinkedIn
…
…
…
…
…
Investment Regions Map
loading map…
Similar Investors
Other similar investors:
Latest on X (Twitter)
Access all contact details of Summit Financial Resources
Gain instant access to partner names, verified emails, LinkedIn profiles, and more—all in one place. Dive into their portfolio founders and their LinkedIn information, so you can quickly start your outreach and look for warm intros.
Add custom tags to your investor cards. Label them by investment stage, industry focus, interest level, or any other criteria you want to stay organized.
Trusted by Founders like You
Find your matching investors using AI