Investor profile
Steven Melnick
Corporate VC, Private equity & Deputy Chief Investment Officer at Summit Financial
Steven Melnick is a Deputy Chief Investment Officer at Summit Financial, whose known portfolio counts 6 companies.
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Investment focus
- Stage
- Late-Stage
- Sector
- FinTech
- Focus
- RIA M&AWealth Management
Contacts
Affiliated funds' portfolios
Deputy Chief Investment Officer 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.
Stage-wise, the deals at Summit Financial cluster around Late-Stage rounds.
What the affiliated firm has backed is the closest available signal on whether Steven Melnick is worth approaching.
Colleagues at Summit Financial
Frequently asked questions
Who is Steven Melnick?
Steven Melnick is a corporate venture investor and private equity investor based in New York City, United States, listed as Deputy Chief Investment Officer at Summit Financial. The known portfolio of that firm counts 6 companies. That portfolio belongs to the firm, not to Steven Melnick personally.
What does Steven Melnick 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 Steven Melnick invest at?
Summit Financial appears in Late-Stage rounds across its known deals, and Steven Melnick is listed there as Deputy Chief Investment Officer. 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 Steven Melnick listed at?
Steven Melnick is listed as Deputy Chief Investment Officer at Summit Financial. 2 other people in the database share a firm with Steven Melnick.
How do I contact Steven Melnick?
An email address, a phone number and a LinkedIn page are on file for Steven Melnick. The address stays masked on this page and is readable inside RaiseHunt after you create an account.
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Data: RaiseHunt investor dataset · Snapshot 5 September 2026 · How this data is built · Report a correction or request removal