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Summit Financial Backs Miami-Based RIA Kandor Global

Kandor, which serves international clients, comes under Summit s custom capital model, launched in January.
Summit Financial has taken a minority, non-controlling stake in Kandor Global, a Miami-based registered investment advisor with $450 million in client assets. The firm joins under its new custom capital model, Summit Growth Partners, which was launched in January with the help of Merchant Investment Management.
Kandor, which specializes in serving the Latin American business community, represents Summit’s 13th such investment and its first aimed at serving international clients. The RIA was launched late last year by CEO Guillermo Vernet, who stepped down from his role as head of Insigneo Wealth Advisors, the RIA owned by Insigneo Financial Group, a financial services firm that specializes in serving non-U.S. clients. ....

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Summit Financial joins Xtiva customer family to support growth

Summit Financial joins Xtiva customer family to support growth
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Adds Xtiva Reward to support growth objectives with better flexibility, integration, and productivity analytics.
Xtiva aligns with our commitment to offer best-in-class solutions to our advisors so that they can create an exceptional experience for their clients.
NEW YORK (PRWEB)
December 15, 2020
Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Summit Financial Holdings (“Summit Financial”) has signed a long-term agreement for Xtiva Reward on the XtivaCloud Performance Platform. Summit Financial, based in New Jersey, is a prominent family of financial services firms for top independent and breakaway advisors. ....

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