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Summit Trail Advisors

Summit Trail Advisors

Summit Trail Advisors is an investment-focused independent wealth management boutique with offices in New York, Boston, Chicago, San Francisco and Seattle. The firm leverages leading research providers and their in-house research team to design investment solutions while sourcing unique, highly specialized investments. They are a large institutional client of the street and source investment opportunities, credit solutions and other professional services for their clients on a completely open architecture basis.

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About Summit Trail Advisors

Founded

2015

Estimated Revenue

$10M-$50M

Employees

51-250

Category

Industry

Financial Services

Location

City

New York City

State

New York

Country

United States

Tech Stack (40)

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