Summit Insights provides long-term capital solutions to Private Bankers, RIAs and Wealth Management firms to grow and/or achieve independence from institutional banks and wealth platforms.
The Opportunity
Why Summit?
The need to control the client experience has ramped up given more than two-thirds of HNW investors indicate a demand for increased personalization of their wealth management experience.*
The demand for acquisitions of advisory, private banking and wealth management businesses expanded dramatically in recent years – fueled by the influx of institutional capital and the desire for return on capital.
*Price Waterhouse Coopers, PWC High Net Worth Survey, 2022.
Summit Insights provides capital, expertise, and strategic collaboration to create - and facilitate - a path to independence for advisory professionals across the private banking and wealth management industries.
Founding partner Mike Dieschbourg has spent 40 years in the investment industry. Including managing over 100 advisory teams – overseeing more than $220 billion in assets under management (AUM) as well as stewardshiping consulting teams with close to $1 trillion AUA.
Capital Solutions - Your Path to Independence
Monetization of Advisor Value
Pathway to Independence
Equity for Fund Commitments
& Acquisitions
New Fund Launches
Succession Plan Financing
Strategic System & Sales/ Marketing Enhancements