Summit Financial announced its investment in Gateway Advisory, strengthening its growth momentum with a funding amount of $830M. This investment marks Summit's 21st strategic investment aimed at enhancing capabilities for financial advisors.
Amount Raised
$830 Million
Round Type
Corporate Round
DublinFinancial ServicesDescription
Summit Financial, a leading investment advisory firm, has invested in Gateway Advisory, a New Jersey-based firm with $830 million in assets under management. This partnership is intended to accelerate growth and enhance service offerings for clients. Gateway specializes in investment advice, wealth management, and financial planning. The collaboration reflects Summit’s commitment to empower entrepreneurial firms within its network.
Quick answer
Summit Financial Advisors raised $830 Million in a Corporate Round round, dated March 14, 2025. Summit Financial Advisors is based in Dublin, California, United States.
- How much did Summit Financial Advisors raise?
- Summit Financial Advisors raised $830 Million in a Corporate Round round on March 14, 2025.
- What does Summit Financial Advisors do?
- Summit Financial Advisors is a boutique advisory firm co-founded in 1998, specializing in personalized wealth management.
- Where is Summit Financial Advisors based and how big is it?
- Summit Financial Advisors is based in Dublin, California, United States. Fundz records about 290 employees.
Source: Fundz verified event record.
Who else raised in Financial Services around the same time
Companies in the same sectors as Summit Financial Advisors that raised within 45 days of this round, from Fundz verified event records.
- Thunes raised $150M (Series D) on April 28, 2025.
- Wingspan raised $20M on April 25, 2025.
- FCB Financial raised $1M (Seed) on April 25, 2025.
- Fabric raised $14M (Series A) on April 23, 2025.
- Ensysce Biosciences raised $2.2M (Seed) on April 23, 2025.
- FundThrough raised $25M (Series B) on April 22, 2025.
Who to call at Summit Financial Advisors, and when
A new round usually means Summit Financial Advisors is about to hire and buy. The teams that reach out first get the meeting.
- An alert the day Summit Financial Advisors raises, hires an executive or expands, scored against what you sell
- The decision-makers there, with verified emails
- Who you already know at Summit Financial Advisors, from your own LinkedIn network
Works inside ChatGPT and Claude. Ask who to call at Summit Financial Advisors. With Fundz connected, it knows.
AI made execution free. Knowing first is the whole game now.
Fundz sees it the moment Summit Financial Advisors raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.
Summit Financial Advisors raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.
145 of these a day, filtered to the companies you pick, with the decision-maker attached.
5 screens from a live account. No signup.