Merchant Investment Management, an RIA investment firm, took a minor equity interest in Parsippany, New Jersey-based RIA Summit Financial.

Merchant bought into Summit Financial as it launches its new advisory platform, SummitVantage. The platform will offer independent advisors access to a gamut of resources, including client relationship management services, financial planning software and performance reporting services.

Chief executive Stan Gregor (pictured) said that Summit Financial had been developing SummitVantage over the past few years.

Summit Financial manages $3.3 billion in assets.

RECENT INSIGHTS

February 2, 2023

Our CEO Stan Gregor was a guest on the DealQuest podcast with Corey Kupfer to discuss how Summit has evolved...

READ MORE
October 25, 2022

2022 Forbes | SHOOK Research America’s Top 100 RIA Firms We are extremely proud to announce that Summit Financial, LLC...

READ MORE
September 28, 2022

2022 Barron’s Top 100 RIA Firms List   We are proud to announce that Summit Financial, LLC has been named...

READ MORE