Summit Financial Group is a firm that provides tax accounting, insurance agent or broker, third party administration, administrative support, and commercial bank to nonprofit clients. They primarily provide their services regionally, with most clients in California, Oklahoma, and Ohio (although they are present in other states as well).
Most Summit Financial Group clients are civic and social organizations, religious organizations, and grantmaking foundations with revenues ranging from $57,596 to $21 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | American Council of Engineering Companies (ACEC) | 501(c)(6) | Washington, DC | ||
| 2 | Oral Roberts University (ORU) | 501(c)(3) | Tulsa, OK | ||
| 3 | Goodwill Industries of Tulsa | 501(c)(3) | Tulsa, OK | ||
| 4 | Tulsa Zoo | 501(c)(3) | Tulsa, OK | ||
| 5 | Dean Mcgee Eye Institute | 501(c)(3) | Oklahoma City, OK | ||
| 6 | Bezsam | 501(c)(3) | National City, CA | ||
| 7 | Home of Hope | 501(c)(3) | Vinita, OK | ||
| 8 | Woodside Cemetery & Arboretum | 501(c)(13) | Middletown, OH | ||
| 9 | CN Enterprises Health Plan Trust | 501(c)(9) | Ada, OK | ||
| 10 | River States Conference | 501(c)(3) | Middletown, OH | ||
| ... | and 28 more Summit Financial Group not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Summit Financial Group in the nonprofit sector include Capfinancial Partners, LLC, Allen Gibbs and Houlik LC, State Street Global Advisors, Bmo Harris Bank Na, PNC Bank, Bank Of America, Beene Garter LLP, SunTrust Bank, Merrill Lynch Pierce Fenner and Smith, and Commerce Trust Company.
Log in to see a complete profile, including complete list of identified clients.
You're in good company! Cause IQ's customers include leading technology, accounting, financial services, consulting, fundraising, and other firms.
Our web-based information and tools help you grow, maintain, and serve your nonprofit clients.