CTOs on the Move

Summit Financial Consultants

www.thewiseinvestor.net

 
Summit Financial Consultants focuses on helping you attain and maintain a Work-Optional Lifestyle. Life is not just about retiring, it`s about being able to spend your time the way you want to. It`s knowing that you could stop working at any time and still maintain your lifestyle without skipping a beat. Many of our clients are not really interested in retiring, they just want to know they can retire. This level of financial freedom leaves you in a very powerful position. Summit Financial is an independent, fee-based, boutique wealth management firm located in Westlake Village, California servicing clients throughout the ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million

Executives

Name Title Contact Details

Similar Companies

Corbin Capital Partners, L.P.

Corbin Capital Partners, L.P. is one of the leading companies in the Financial Services sector.

Sunmark Federal Credit Union

Sunmark Federal Credit Union is a Latham, NY-based company in the Financial Services sector.

Hoff Companies

Hoff Companies is a Easton, MD-based company in the Financial Services sector.

Oportun

Oportun is a financial technology company founded in 2005. Our mission is to provide inclusive, affordable financial services that empower our customers to build a better future. Oportun uses advanced data analytics and technology to “score” and lend money to individuals with limited credit history that other lenders consider “unscorable.”

Inflect Health

The future of medicine, care and health delivery is increasingly personalized, accessible and human. Getting the right technologies to market saves and improves lives. Doing it with a personal touch, and knowing exactly what doctors and practitioners on the front lines really need, can make all the difference. Although technological innovation drives the accessibility of health, it takes people to make it possible. That`s why we pride ourselves on being a hub for capital, innovation, doctors, patients, health systems and regulators. With our robust access to frontline providers, health systems and industry players, we connect capital to innovators to physicians to act as a catalyst for real-time, real-world innovation and disruption unlike anyone else.