Summit Trail Advisors
New York City, New Yorksummittrail.com
Overview
Summit Trail Advisors is an investment advisory firm that serves as an outsourced family office and CIO for ultra-high-net-worth individuals, families, and non-profit entities.
Investments
| Company | Date | Stage | Lead |
|---|---|---|---|
| Givinga | Nov 2019 | Seed | - |
Sector & Stage Mix
Industry, funding stage, and valuation band breakdowns.
FAQ
Where is Summit Trail Advisors based?
Summit Trail Advisors is headquartered in New York City, New York, United States.
When was Summit Trail Advisors founded?
Summit Trail Advisors was founded in 2015.
How many portfolio companies does Summit Trail Advisors have?
Summit Trail Advisors has 1 portfolio company in Caplight's dataset.
What are some companies in Summit Trail Advisors's portfolio?
Portfolio companies visible on Caplight include Givinga.
What was Summit Trail Advisors's most recent investment shown here?
Summit Trail Advisors's most recent investment in this portfolio sample was in Givinga in 2019.
What sectors does Summit Trail Advisors focus on?
Summit Trail Advisors focuses on FinTech, Enterprise Software.
What company stages does Summit Trail Advisors focus on?
Summit Trail Advisors typically invests at the Early stage.
See something wrong or outdated?