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Summit Trail Advisors

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.

Year Founded

2015

Portfolio Companies

2

Investments

Summit Trail Advisors investments
CompanyDateStageLead
BridgeOct 2025SeedCo-investor
GivingaNov 2019Seed-

Sector & Stage Mix

Industry, funding stage, and valuation band breakdowns.

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SeedSeries ASeries BGrowth

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Investment Activity

Yearly cadence, pace, and funding raised over time.

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2021
2022
2023
2024
2025
2026

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Firmographic Details

HeadquartersNew York City, New York
Year Founded2015

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