Joseph Cecere

Investor profile

Joseph Cecere

Corporate VC, Private equity & Senior Investment Analyst at Summit Financial

Joseph Cecere works as a Senior Investment Analyst at Summit Financial. The firm's known portfolio counts 6 companies.

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Investment focus

Sector
FinTech
Focus
RIA M&AWealth Management

Contacts

LinkedIn profile on fileAvailable after registration.
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Affiliated funds' portfolios

Senior Investment Analyst at Summit Financial, whose known portfolio counts 6 companies

  • Signet Financial Management
  • Gateway Advisory
  • Genex Consulting
  • Gordon Asset Management
  • Ivy Wealth Management
  • Parsons Broach Financial Services

Investor Profile

Founders in the listed sector FinTech, and focus areas RIA M&A and Wealth Management fall inside that listing.

Summit Financial appears in Late-Stage rounds across its known deals.

The firm portfolio and the focus above give founders context on whether Joseph Cecere matches their raise.

Colleagues at Summit Financial

Frequently asked questions

Who is Joseph Cecere?

Joseph Cecere is a corporate venture investor and private equity investor based in New York City, United States, listed as Senior Investment Analyst at Summit Financial. The known portfolio of that firm counts 6 companies. That portfolio belongs to the firm, not to Joseph Cecere personally.

What does Joseph Cecere invest in?

Listed sectors include FinTech; listed focus areas include RIA M&A and Wealth Management. Those tags come from the portfolios of the firms this profile is attached to, so they read as a record of what has been backed rather than a stated preference for what comes next.

What stage does Joseph Cecere invest at?

Summit Financial appears in Late-Stage rounds across its known deals, and Joseph Cecere is listed there as Senior Investment Analyst. Stage is the strongest single filter when you build a target list: an investor with no record at your stage rarely starts with you.

Which firm is Joseph Cecere listed at?

Joseph Cecere is listed as Senior Investment Analyst at Summit Financial. 2 other people in the database share a firm with Joseph Cecere.

How do I contact Joseph Cecere?

A LinkedIn page is on file for Joseph Cecere. It is readable inside RaiseHunt after you create an account. The database holds no email address and no phone number for this profile.

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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal