Who is the Partner, President/CEO, Senior Financial Advisor of Summit Financial Strategies, Inc.?

Samantha Macchia is the Partner, President/CEO, Senior Financial Advisor at Summit Financial Strategies, Inc.. Get verified contact information on StackWho.

Where is Summit Financial Strategies, Inc. located?

Summit Financial Strategies, Inc. is based in Columbus, Ohio, United States.

Summit Financial Strategies, Inc.

summitfin.com

financial services

summitfin.com

Columbus, Ohio, United States

11-50 employees

9334000 revenue

LinkedIn Profile

About Summit Financial Strategies, Inc.

wealth management, college planning, retirement planning, tax planning, legacy planning, other financial investment activities, investment strategies, transparent fee structure, retail, fiduciary duty, local columbus advisors, personal financial planning, tax optimization, fee-only, personalized financial solutions, client-first approach, financial technology, tax strategies, holistic financial planning, comprehensive financial planning

Summit Financial Strategies, Inc.'s Tech Stack

Other

Circle

CloudFlare Hosting

Cloudflare DNS Mailchimp Mandrill Remote

Email

Microsoft Office 365 Outlook

AI/ML

Decision Makers at Summit Financial Strategies, Inc.

1 contact

Samantha Macchia

Partner, President/CEO, Senior Financial Advisor

s***@summitfin.com Sign up to view

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8 technologies detected · 1 decision maker · Emails available

Sales Outreach Angle

Summit Financial Strategies, Inc. operates in financial services. Strong sales angles include risk reduction, compliance automation, fraud prevention, and reporting/analytics tools.

Summit Financial Strategies, Inc.'s Position in the StackWho Database

• Summit Financial Strategies, Inc. is 1 of 21,667 financial services companies tracked in StackWho.
• 21,586 financial services companies in our database have verified decision-maker emails (100% of the cohort).
• 6,621 companies in Ohio are in the StackWho database.
• 7,667 financial services companies are in the 11-50 employee range (same size as Summit Financial Strategies, Inc.).

Technology detection from public web signals. Decision-maker contacts compiled from LinkedIn public profiles, company filings, and verified outbound testing. Methodology & sources · Updated July 2026.

Frequently Asked Questions

What technology does Summit Financial Strategies, Inc. use?

Summit Financial Strategies, Inc. uses Cloudflare DNS, Mailchimp Mandrill, Outlook, Microsoft Office 365, CloudFlare Hosting, Remote, and 2 more technologies. This data is sourced from StackWho's technology detection engine.

How do I contact the decision makers at Summit Financial Strategies, Inc.?

StackWho has verified email addresses for 1 decision maker at Summit Financial Strategies, Inc.. Pro members can access direct emails for the CEO, CTO, VP of Engineering, and other key contacts. Use StackWho to reach Summit Financial Strategies, Inc. directly for sales, recruiting, or partnerships.

What industry is Summit Financial Strategies, Inc. in?

Summit Financial Strategies, Inc. operates in the financial services industry, headquartered in Columbus, Ohio, United States. StackWho tracks technology stacks and decision maker contacts for companies across all industries.

Can I export Summit Financial Strategies, Inc.'s contact data?

Yes. StackWho Pro members can export decision maker contact data for Summit Financial Strategies, Inc. and similar companies to CSV. Use the export feature to build targeted prospect lists segmented by technology stack, industry, or location.