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Company Profiles: Revenue, Growth, Competition

Summit Global Investments Revenue, Growth & Competitor Profile

DBA SUMMIT GLOBAL INVESTMENTS, LLC
Last updated:

Company Awards

VC / Private Equity
Venture Capital / Private Equity
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Summit Global Investments

Access the complete profile.

Summit Global Investments Fast Facts

Revenue$10 - $100 million    See Exact Annual Revenue
Employees10 - 100Exact Company Size
Primary Industry5232 Securities & Commodity Exchanges
Additional NAICS Codes52393 Financial Planning & Investment Advice
Address620 South Main Street
Bountiful, UT 84010

Note: Revenues for privately held companies are statistical evaluations.


Summit Global Investments's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Summit Global Investments is classified as operating in the Securities & Commodity Exchanges industry, NAICS Code 5232.

Summit Global Investments Annual Revenue and Growth Rate

Summit Global Investments Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 $10 - $100 million

Details in Premium Report
2022
2021
2020
2019


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

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



Summit Global Investments's Income Statement (based on Industry Averages)

Summit Global Investments P&L$ Millions
Revenue (Sales) Summit Global Investments Premium Report
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
 


Investor Activity

Summit Global Investments has actively raised capital from investors. These investors may include private investors, venture capital firms, or other investment vehicles.

Date Investors Percent Raised Target Size
November 20, 2017 0 N/A$0 MM
Complete list of funding rounds and total amounts in the Company Report




Trademark Applications

Trademark applications show the products and services that Summit Global Investments is developing and marketing. Summit Global Investments's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
SGI
Financial advisory and consultancy services; Financial investment in the field of mutual funds; Financial investment in the field of securities; Financial management; Financial services, namely, wealth management services
09/19/2023
SUMMIT GLOBAL INVESTMENTS
Financial advisory and consultancy services; Financial investment in the field of mutual funds; Financial investment in the field of securities; Financial management; Financial services, namely, wealth management services
08/30/2023

See all trademarks and details in the Full Report.


Market Share of Summit Global Investments's Largest Competitors

A competitive analysis shows these companies are in the same general field as Summit Global Investments, 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 HeadquartersRevenue ($ MM)
ETRADE FINANCIALJersey City, NJ100 
NASDAQNew York, NY76 
CME GROUPChicago, IL67 
CHICAGO MERCANTILE EXCHANGEChicago, IL66 
IG US HOLDINGSChicago, IL59 
ATTICUS CORPORATEAtlanta, GA40 
CBOE GLOBAL MARKETSChicago, IL38 
BATS GLOBAL MARKETS HOLDINGSLenexa, KS29 
WEEEFremont, CA24 




Nearby Competitors

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

Company HeadquartersRevenue ($ MM)
GPS CAPITAL MARKETS LLC.South Jordan, UT100 
TWINROCK MANAGEMENTPark City, UT97 
AVTECH CAPITALCottonwood Heights, UT94 
CORNERSTONE FUND SERVICESLehi, UT57 
FIRSTPURPOSE WEALTHOrem, UT56 
SUMMIT GLOBAL INVESTMENTSBountiful, UT43 
ALTIUS MORTGAGE LC.Draper, UT41 
TZERO GROUPCottonwood Heights, UT33 
PROFORM TRADINGLindon, UT31 
UTAH CAPITAL MORTGAGEMidvale, UT30 




Future Competition: Summit Global Investments's Fastest Growing Competitors

These companies are in the same general field as Summit Global Investments 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.

CompanyRevenue ($ MM)
Summit Global Investments Competitors