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Summit Wealth Group

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Colorado Springs, Colorado, United States Founded 2002 51-100 employees For Profit

Summit Wealth Group is a wealth management firm that offers consulting services in investing and planning to reach success.

Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
1
Monthly Visits
Available in Pro
Contacts
63

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
47
Active products
10
IT spend
$579K

Company Info

Founded
2002
Employees
51-100
Operating status
Active
Company type
For Profit
Org types
company
Founders
2
News articles
8
HQ
Colorado Springs, Colorado, United States
Region
Western US

Signals & Scores

Heat score
Low
Growth score
Low
Trend (7d)
-0.2
Trend (30d)
-0.2
Trend (90d)
-0.6
Last leadership hire
Feb 7, 2026

Acquisitions by Summit Wealth Group

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63
professional contacts at Summit Wealth Group
Contact execs at Summit Wealth Group

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Summit Wealth Group - Company Profile, Full Acquisitions List, Funding and Investments