Summit Financial is a corporate venture arm and private equity firm. Based in Parsippany, New Jersey, United States. Known portfolio companies include Signet Financial Management, Gateway Advisory, Genex Consulting, Gordon Asset Management, Ivy Wealth Management and Parsons Broach Financial Services, 6 companies in all.
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Investment focus
- Stage
- Late-Stage
- Sector
- FinTech
- Focus
- RIA M&AWealth Management
Who to pitch at Summit Financial
Summit Financial portfolio companies (6)
- Signet Financial Management
- Gateway Advisory
- Genex Consulting
- Gordon Asset Management
- Ivy Wealth Management
- Parsons Broach Financial Services
Co-investors
Funds that share portfolio companies with Summit Financial.
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About Summit Financial
The firm's listing covers sector FinTech, and focus areas RIA M&A and Wealth Management; known deals cluster at Late-Stage.
Steven Melnick (Deputy Chief Investment Officer), Rich Babjak (Investor) and Joseph Cecere (Senior Investment Analyst) are listed as the contacts to pitch at Summit Financial.
Summit Financial shares portfolio companies with one other investment firm, Merchant.
Frequently asked questions
What is Summit Financial?
Summit Financial is a corporate venture arm and private equity firm based in Parsippany, New Jersey, United States, with a known portfolio of 6 companies. The portfolio comes from public investment records rather than from the firm, so deals that never surfaced publicly are not in it.
What does Summit Financial invest in?
Listed sectors include FinTech; listed focus areas include RIA M&A and Wealth Management. Those tags come from the portfolio attached to the firm, so they describe what has been backed rather than a stated mandate for what comes next.
What stage does Summit Financial invest at?
The known deals of Summit Financial include Late-Stage rounds. Check that against your own round before reaching out: stage mismatch is the most common reason a well matched sector still goes nowhere.
Who should I pitch at Summit Financial?
All 3 people on file at Summit Financial are listed as contacts for the firm, each with their own profile page.
How do I contact Summit Financial?
Any email address on file for the firm is masked on this page and readable inside RaiseHunt after you create an account. The 3 people attached to the firm have their own pages, each showing whether an address is on file for them.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal