Tag : Summit Financial Holdings

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Summit Financial joins Xtiva Customer Family to Support Growth
Fintech News

Summit Financial joins Xtiva Customer Family to Support Growth

Fintech News Desk
by Fintech News Desk0
Adds Xtiva Reward to support growth objectives with better flexibility, integration, and productivity analytics. Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Summit Financial Holdings (“Summit Financial”) has signed a long-term agreement for Xtiva Reward on the XtivaCloud Performance......
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