Top 20 Financial Services Companies in Summit

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Below is the list of Top 20 Financial Services Companies in Summit ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Summit

1. Nest Global Solutions

Industry: Financial Services

Location: Summit, New Jersey

Website: nestsolutions.com

Company Founded: 2019

Company Size: 11-50

Company Address: 350 Springfield Avenue, Summit, New Jersey, United States

Nest Global Solutions Contact Details

Name Title LinkedIn Phone Email
Lisa Marks-canty President And Founder
Azhar Zeeshan Chief Technology Officer
Requires/Intent
Asset Management
Technology Consulting
and more

2. Markov Processes International (mpi)

Industry: Financial Services

Location: Summit, New Jersey

Website: markovprocesses.com

Company Founded: 1990

Company Size: 11-50

Company Address: 475 Springfield Avenue, Summit, New Jersey, United States

Markov Processes International (mpi) Contact Details

Name Title LinkedIn Phone Email
Jeff Schwartz President
Andrei Toropov Senior Software Developer
Olga Krasotkina Senior Software Developer
Arik Samson Data Analyst
Mik Kvitchko Chief Technology Officer
Patrick Mckiernan Chief Financial Officer
Li Daniel Director
Requires/Intent
Legal Compliance & Advisory
Marketing Services
Cybersecurity & Data Protection
Online Advertising & SEO
and more

3. Simplicity Group Holdings

Industry: Financial Services

Location: Summit, New Jersey

Website: simplicitygroupholdings.com

Company Size: 201-500

Company Address: 86 Summit Avenue, Summit, New Jersey, United States

Simplicity Group Holdings Contact Details

Name Title LinkedIn Phone Email
Jacob Stern Executive Vice President Of Strategy
Requires/Intent
Insurance & Underwriting Services
Blockchain & Cryptocurrency Solutions
Investment Advisory
Financial Forecasting & Modeling
and more

4. Egis Capital Partners

Industry: Financial Services

Location: Summit, New Jersey

Website: egiscapitalpartners.com

Company Founded: 2007

Company Size: 1-10

Company Address: 35 Beechwood Road, Summit, New Jersey, United States

Egis Capital Partners Contact Details

Name Title LinkedIn Phone Email
Dave Reese Senior Associate
Christina Dinoto Chief Administrative Officer
Robert Chefitz Managing General Partner
Requires/Intent
Data Analytics & Business Intelligence
Mergers & Acquisitions Advisory
Wealth Management
Securities Trading & Brokerage
and more

5. Granite Springs Asset Management, Llc

Industry: Financial Services

Location: Summit, New Jersey

Website: granite-springs.com

Company Founded: 2009

Company Size: 11-50

Company Address: 25 Deforest Avenue, Summit, New Jersey, United States

Granite Springs Asset Management, Llc Contact Details

Name Title LinkedIn Phone Email
J Peirce Daly Credit Trader
Amy Smoragiewicz Institutional Marketing And Investor Relations
Tara Freshwater Managing Director, Head Of Operations And Client Service
Requires/Intent
Data Analytics & Business Intelligence
Credit Rating & Analysis
Quality Control & Assurance
Loan Origination & Servicing Platforms
and more

6. Tradition Capital Management

Industry: Financial Services

Location: Summit, New Jersey

Website: traditioncm.com

Company Founded: 2000

Company Size: 11-50

Tradition Capital Management Contact Details

Name Title LinkedIn Phone Email
Diane Sobin Portfolio Manager, Managing Director
Marc Davis Equity Analyst, Director
Mary Kelly Institutional Operations Associate
Requires/Intent
Branding & Public Relations
Digital Payment & Subscription Solutions
ESG & Sustainable Finance Consulting
Debt Collection & Recovery
and more

7. Thinkaen

Industry: Financial Services

Location: Summit, New Jersey

Website: thinkaen.com

Company Founded: 2016

Company Size: 1-10

Company Address: 105 New England Avenue, Summit, New Jersey, United States

Thinkaen Contact Details

Name Title LinkedIn Phone Email
Alisia Nolan Managing Principal
Requires/Intent
Compliance & Regulatory Advisory
Loan Origination & Servicing Platforms
and more

8. Evermore Global Advisors

Industry: Financial Services

Location: Summit, New Jersey

Website: evermoreglobal.com

Company Founded: 2009

Company Size: 11-50

Company Address: 89 Summit Avenue, Summit, New Jersey, United States

Evermore Global Advisors Contact Details

Name Title LinkedIn Phone Email
Bart Tesoriero Chief Financial Officer
Maximilian Meyer Portfolio Analyst Co-op
Lily Simo Vice President - Investor Relations At Evermore Global Advisors
Requires/Intent
Cloud Computing Solutions
Automation & Workflow Optimization
and more

9. Summit Place Financial Advisors

Industry: Financial Services

Location: Summit, New Jersey

Website: summitplacefinancial.com

Company Founded: 2008

Company Size: 1-10

Company Address: 18 Bank Street, Summit, New Jersey, United States

Summit Place Financial Advisors Contact Details

Name Title LinkedIn Phone Email
Liz Miller President
Jonathan Liebl Portfolio Manager
Pearce Wegener Wealth Management Advisor
Requires/Intent
Banking & Payment Processing
Branding & Public Relations
Online Advertising & SEO
and more

10. Tribal Capital Markets, Llc

Industry: Financial Services

Location: Summit, New Jersey

Website: tribalcap.com

Company Founded: 1995

Company Size: 51-200

Company Address: 475 Springfield Avenue, Summit, New Jersey, United States

Tribal Capital Markets, Llc Contact Details

Name Title LinkedIn Phone Email
Richard Vader Public Finance
Anthony Bruno Summer Analyst
Paul Gutekunst Managing Director
Requires/Intent
Automation & Workflow Optimization
Digital Payment & Subscription Solutions
Asset Management
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
and more

11. Summit Private Investments, Inc.

Industry: Financial Services

Location: Summit, New Jersey

Website: spifunds.com

Company Founded: 1980

Company Size: 1-10

Company Address: 47 Maple Street, Summit, New Jersey, United States

Summit Private Investments, Inc. Contact Details

Name Title LinkedIn Phone Email
Max Tokar Senior Investment Analyst
Max Tokar Senior Investment Analyst
Max Tokar Senior Investment Analyst
Requires/Intent
Accounting Services
Blockchain & Cryptocurrency Solutions
and more

12. Rsw Investments, Llc

Industry: Financial Services

Location: Summit, New Jersey

Company Founded: 2005

Company Size: 1-10

Company Address: 47 Maple Street, Summit, New Jersey, United States

Rsw Investments, Llc Contact Details

Name Title LinkedIn Phone Email
Mark Scott Senior Municipal Trader
Jim Thompson Client Service Representative
Jim Thompson Client Service Representative
Requires/Intent
API Integration For FinTech
Quality Control & Assurance
Online Advertising & SEO
Financial Auditing & Reporting
ERP For Financial Institutions
and more

13. Etf Managers Group

Industry: Financial Services

Location: Summit, New Jersey

Website: etfmg.com

Company Founded: 2013

Company Size: 11-50

Etf Managers Group Contact Details

Name Title LinkedIn Phone Email
Noah Hutkin Etf Sales
Requires/Intent
Customer Relationship Management (CRM)
Mergers & Acquisitions Advisory
and more

14. Arq Advisors Llc

Industry: Financial Services

Location: Summit, New Jersey

Website: arqadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 95 Summit Avenue, Summit, New Jersey, United States

Arq Advisors Llc Contact Details

Name Title LinkedIn Phone Email
Lawrence Rascio Head Of Trading And Partner
Requires/Intent
Mergers & Acquisitions Advisory
Investment Advisory
Cybersecurity & Data Protection
Online Advertising & SEO
and more

15. De Genaro, Miller & Associates, Inc

Industry: Financial Services

Location: Summit, New Jersey

Website: sherryd.org

Company Size: 1-10

Company Address: 57 Union Place, Summit, New Jersey, United States

De Genaro, Miller & Associates, Inc Contact Details

Name Title LinkedIn Phone Email
Maureen Miller Senior Vice President
Requires/Intent
Quality Control & Assurance
Mergers & Acquisitions Advisory
Hedge Fund & Private Equity Consulting
Fraud Detection & Prevention
and more

16. Tradition Advisers

Industry: Financial Services

Location: Summit, New Jersey

Website: traditionadvisers.com

Company Size: 11-50

Company Address: 129 Summit Avenue, Summit, New Jersey, United States

Tradition Advisers Contact Details

Name Title LinkedIn Phone Email
Jessica Corazza Associate Vice President
Jessica Corazza Associate Vice President
Jill Espo Marketing
Requires/Intent
Technology Consulting
Securities Trading & Brokerage
and more

17. Seabridge Investment Advisors, Llc

Industry: Financial Services

Location: Summit, New Jersey

Website: seabridge.com

Company Founded: 1996

Company Size: 11-50

Company Address: 450 Springfield Avenue, Summit, New Jersey, United States

Seabridge Investment Advisors, Llc Contact Details

Name Title LinkedIn Phone Email
Rose Dehaven Vice President Operations
Requires/Intent
Document Management & E-signature Solutions
Investment Advisory
and more

18. Heller Wealth Advisors

Industry: Financial Services

Location: Summit, New Jersey

Website: hellerwealth.com

Company Size: 11-50

Heller Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Maureen Dente Senior Portfolio Administrator
Requires/Intent
Quality Control & Assurance
Banking & Payment Processing
Accounting Services
Treasury & Cash Flow Management
and more

19. Arch Metrics, Llc

Industry: Financial Services

Location: Summit, New Jersey

Website: archmetrics.com

Company Founded: 2011

Company Size: 1-10

Arch Metrics, Llc Contact Details

Name Title LinkedIn Phone Email
Dustin Woelke One Of The Guys
Requires/Intent
AI-powered Financial Insights
Performance Tracking & KPI Analytics
Marketing Services
Accounting Services
Legal Compliance & Advisory
and more

20. Cresscap Investment Research

Industry: Financial Services

Location: Summit, New Jersey

Website: cresscap.com

Company Founded: 2017

Company Size: 11-50

Company Address: 35 Beechwood, Summit, New Jersey, United States

Cresscap Investment Research Contact Details

Name Title LinkedIn Phone Email
Graham Richards Manager
Requires/Intent
Mortgage & Loan Processing
Cloud Computing Solutions
Blockchain & Cryptocurrency Solutions
Digital Payment & Subscription Solutions
and more

Summit Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Lisa Marks-canty Nest Global Solutions President And Founder
2 Azhar Zeeshan Nest Global Solutions Chief Technology Officer
3 Jeff Schwartz Markov Processes International (mpi) President
4 Andrei Toropov Markov Processes International (mpi) Senior Software Developer
5 Olga Krasotkina Markov Processes International (mpi) Senior Software Developer
6 Arik Samson Markov Processes International (mpi) Data Analyst
7 Mik Kvitchko Markov Processes International (mpi) Chief Technology Officer
8 Patrick Mckiernan Markov Processes International (mpi) Chief Financial Officer
9 Li Daniel Markov Processes International (mpi) Director
10 Jacob Stern Simplicity Group Holdings Executive Vice President Of Strategy
11 Dave Reese Egis Capital Partners Senior Associate
12 Christina Dinoto Egis Capital Partners Chief Administrative Officer
13 Robert Chefitz Egis Capital Partners Managing General Partner
14 J Peirce Daly Granite Springs Asset Management, Llc Credit Trader
15 Amy Smoragiewicz Granite Springs Asset Management, Llc Institutional Marketing And Investor Relations
16 Tara Freshwater Granite Springs Asset Management, Llc Managing Director, Head Of Operations And Client Service
17 Diane Sobin Tradition Capital Management Portfolio Manager, Managing Director
18 Marc Davis Tradition Capital Management Equity Analyst, Director
19 Mary Kelly Tradition Capital Management Institutional Operations Associate
20 Alisia Nolan Thinkaen Managing Principal
21 Bart Tesoriero Evermore Global Advisors Chief Financial Officer
22 Maximilian Meyer Evermore Global Advisors Portfolio Analyst Co-op
23 Lily Simo Evermore Global Advisors Vice President - Investor Relations At Evermore Global Advisors
24 Liz Miller Summit Place Financial Advisors President
25 Jonathan Liebl Summit Place Financial Advisors Portfolio Manager
26 Pearce Wegener Summit Place Financial Advisors Wealth Management Advisor
27 Richard Vader Tribal Capital Markets, Llc Public Finance
28 Anthony Bruno Tribal Capital Markets, Llc Summer Analyst
29 Paul Gutekunst Tribal Capital Markets, Llc Managing Director
30 Max Tokar Summit Private Investments, Inc. Senior Investment Analyst
31 Max Tokar Summit Private Investments, Inc. Senior Investment Analyst
32 Max Tokar Summit Private Investments, Inc. Senior Investment Analyst
33 Mark Scott Rsw Investments, Llc Senior Municipal Trader
34 Jim Thompson Rsw Investments, Llc Client Service Representative
35 Jim Thompson Rsw Investments, Llc Client Service Representative
36 Noah Hutkin Etf Managers Group Etf Sales
37 Lawrence Rascio Arq Advisors Llc Head Of Trading And Partner
38 Maureen Miller De Genaro, Miller & Associates, Inc Senior Vice President
39 Jessica Corazza Tradition Advisers Associate Vice President
40 Jessica Corazza Tradition Advisers Associate Vice President

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