Summit Planning Group - Ownership and Business Overview

Financial ServicesCompany

Summit Planning Group Ownership

Who owns Summit Planning Group?

Summit Planning Group is owned by Wealth Enhancement Group. It was acquired on January 23, 2019.

Summit Planning Group Business Overview

Where is Summit Planning Group headquartered?

Summit Planning Group is headquartered in Green Bay, Wisconsin.

What sector is Summit Planning Group in?

Summit Planning Group is a financial services company.

When was Summit Planning Group founded?

Summit Planning Group was founded in 2000.

Financial Services M&A Summary in 2019

Out of 60 sectors in the Mergr database, financial services ranked 10 in number of deals in 2019. The largest financial services acquisition in 2019 was Worldpay - which was acquired by Fidelity National Information Services for $43.0B.

Join Mergr to view all 215 acquisitions of financial services companies in 2019, including 22 acquisitions by private equity firms, and 193 by strategics.

Summit Planning Group

3071 Voyager Drive, Suite A,
Green Bay, Wisconsin 54311
United States,
(920)884-9000
www.spgcares.com

Summit Planning Group is a provider of independent financial guidance to approximately 980 families through a fee-based model. Summit Planning Group was founded in 2000 and is based in Green Bay, Wisconsin.


Company Summary

SECTOR

Financial Services

Established

2000

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