Summit Financial Revenue, Growth & Competitor Profile

DBA SUMMIT FINANCIAL, LLC

Company Profile & Annual Report for Summit Financial

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Summit Financial Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	52421 Insurance Agencies & Brokers
Additional NAICS Codes	52393 Financial Planning & Investment Advice
Address	4 Campus Drive Parsippany, NJ 07054

Note: Revenues for privately held companies are statistical evaluations.


Summit Financial's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Summit Financial's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Summit Financial is classified as operating in the Insurance Agencies & Brokers industry, NAICS Code 52421.

Summit Financial Annual Revenue and Growth Rate

Summit Financial	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$100 - $500 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Summit Financial's revenues are gauged from an analysis of company filings.

Summit Financial's Income Statement (based on Industry Averages)

Summit Financial P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Summit Financial is developing and marketing. Summit Financial doesn't have any recent trademark applications, indicating Summit Financial is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
SUMMITVANTAGE Providing temporary use of on-line non-downloadable software and applications for assisting financial advisors with day-to-day operations and client management	02/27/2019
SUMMIT FINANCIAL Financial advisory and consultancy services, namely, financial planning, wealth management services ; Providing financial services with respect to securities and other financial instruments and products, namely, money management services	01/24/2019

See all trademarks and details in the Full Report.

Market Share of Summit Financial's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Financial, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
LOS ANGELES CITY EMPLOYEES ASSN.	Los Angeles, CA	10
SEQUOIA ONE PEO	Tempe, AZ	5
ARTHUR J. GALLAGHER	Itasca, IL	4
MARSH & MCLENNAN COMPANIES	New York, NY	4
WILLIS NORTH AMERICA	Nashville, TN	3
IOWA BANKERS MORTGAGE	Johnston, IA	3
LOCKTON	Kansas City, MO	2
HUB INTERNATIONAL LIMITED	Chicago, IL	2

Nearby Competitors

These companies are similar in business line and location to Summit Financial. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
AEGIS INSURANCE SERVICES	East Rutherford, NJ	100
DELTA DENTAL OF NEW JERSEY	Parsippany, NJ	94
SUMMIT FINANCIAL	Parsippany, NJ	56
SUMMIT ADVISOR SERVICES	Parsippany, NJ	54
RAPHAEL & ASSOCIATES	Rutherford, NJ	38
S.I. RAPHAEL LTD	Rutherford, NJ	35

Future Competition: Summit Financial's Fastest Growing Competitors

These companies are in the same general field as Summit Financial and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)