Summa Global Advisors vs Zedra

Compare and evaluate Summa Global Advisors vs Zedra based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Summa Global Advisors offers to companies with 0 employees. Zedra offers International Retirement, Investment Management, Pension Plan to companies with 0 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Zedra

Reviews pending

Product Description

Summa Global Advisors

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Zedra

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Min. Group Size

Summa Global Advisors

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Zedra

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Lives Serviced

Summa Global Advisors

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Zedra

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Product Specific Features

Summa Global Advisors

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Zedra

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Features

Summa Global Advisors

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Zedra

✓

Global Capabilities

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Official Resources

Summa Global Advisors

Zedra

Media

Summa Global Advisors

Zedra

About

Summa Global Advisors

We are an SEC registered investment advisory (RIA) firm providing customized investment advisory and comprehensive financial planning services.Summa Global's mission... Show More

Zedra

ZEDRA is a global provider of Active Wealth, Corporate and Fund solutions. Our clients include high net worth individuals and... Show More

Founded

Summa Global Advisors

2008

Zedra

2016

Location

Summa Global Advisors

12901 SE 97th Ave, Suite 390, Clackamas, OR 97015, US

Zedra

333 S.E. 2nd Ave, Suite 2000 Miami Florida 33131

Employees

Summa Global Advisors

Not Provided

Zedra

740

Funding Summary

Summa Global Advisors

Not Provided

Zedra

Not Provided

Website

Competitors

Summa Global Advisors

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Zedra

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Reviews

Summa Global Advisors

0.0 (0)

Zedra

0.0 (0)

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