What Summit Series does

Summit Series is a private, invitation-only membership community and events platform founded in 2008 and headquartered in New York with a corporate office in Austin, Texas. The company curates high-caliber gatherings of business leaders, entrepreneurs, creatives, scientists, wellness practitioners, and explorers, and monetizes through event ticket sales (flagship conferences plus excursions to Napa Valley, Lake Tahoe, Kenya, Peru, and a family campout), quarterly membership subscriptions, and ancillary add-ons such as Spot registration protection. Its core technology stack consists of the Summit One mobile app (event schedules, messaging, notifications), the Summit Radio content library capturing 16+ years of luminary sessions, and the P A R T I C L E curated perks marketplace. Programming is organized around six pillars: Thought Leadership, Culture & Performance, Art & Expression, Culinary & Hospitality, Wellness, and Impact, supported by sub-brands including Summit Impact and Summit Membership.

The go-to-market model is community-led and invitation-driven: prospective members apply or are nominated by existing members, and Summit's curators approve attendance. Marketing relies on community referrals, the Summit Radio/video content library, email newsletters, social media, and earned media, while distribution flows primarily direct-to-consumer through summit.co. In August 2025, Summit announced a merger with Events.com alongside a pending business combination with Concord Acquisition Corp. II (OTCQX: CNDA) that is expected to take the combined company public in 2025 under ticker 'RSVP', with founder and CEO Jody Levy transitioning to a creative and strategic director role. Revenue figures are not publicly disclosed, and the company has no disclosed institutional funding rounds; the 101-250 employee range and premium experiential positioning suggest a mid-sized operation built around curation, brand, and community rather than technology IP.

Name

Summit Series

Legal name

Summit Series, LLC

Website

https://summit.co

Company type

Private

Founded year

2008

Operating status

Operating

Headcount range

101–250 employees

Short description

Summit Series operates an invitation-only membership community and events platform hosting curated multi-day conferences, excursions, and year-round programming for leaders, entrepreneurs, creatives, and wellness-focused individuals across global destinations.

Ownership category

akta.pro rank

Product category

Membership Community Events

NAICS

Convention and Trade Show Organizers (561920), Business Associations (813910), Recreational and Vacation Camps (except Campgrounds) (721214)

SIC

Services-Membership Organizations (8600), Services-Amusement & Recreation Services (7900), Hotels, Rooming Houses, Camps & Other Lodging Places (7000)

akta.pro primary industry

Executive Leadership Summits (C-Suite, Board, Strategy Offsites) (THAHAMAA)

akta.pro secondary industries

Executive Summits & Invitation-Only Forums (MPAGAGAK), Product & Innovation Summits (Roadmap, Launch Readiness, Innovation Days) (THAHAMAG)

Keywords

• Invitation-only events
• Membership community platform
• Immersive experiences
• Leadership gatherings
• Curated adventure excursions

Headquarters

HQ city

New York

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Operations, Marketing or Sales, Technology or R&D, Personnel, Infrastructure

Revenue model

1. Event Tickets: Summit generates revenue through ticket sales for its flagship events and excursions. Events include Summit Napa Valley, Summit Basecamp Lake Tahoe, Summit Sacred Valley Peru, Summit Sarara Kenya, and Summit Family Campout. Tickets are sold on a first-come, first-served basis with various room/accommodation options available for add-on purchase.
2. Membership Subscriptions: Summit Membership provides ecosystem platform access with quarterly subscription cycles. Membership includes access to Happenings (in-city gatherings, dinners, salons), Summit Radio content library, community connections with member profiles and direct messaging, P A R T I C L E perks marketplace, and newsletter features. Renews automatically on a quarterly basis.
3. Spot Registration Protection: Optional registration protection add-on through Spot that provides coverage for unexpected circumstances including illness, injury, pregnancy, layoffs, family emergencies, jury duty, travel interruption, and work travel conflict. Includes insurance premiums, non-insurance service fees, taxes, and technology fees.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels6 records

Core offering

Summit Series operates an invitation-only membership community and events platform that hosts multi-day immersive gatherings (e.g., Summit Napa Valley, Family Campout, Sacred Valley Peru, Basecamp Lake Tahoe) combining business, art, wellness, music, and adventure programming. It complements these events with a quarterly subscription membership that grants access to in-city Happenings, a digital content library (Summit Radio), community connections, and a curated perks marketplace (P A R T I C L E), all managed through its Summit One mobile app.

Product overview

Summit Series operates as an invitation-only membership community and events platform hosting annual conferences and various year-round experiences for diverse innovators including entrepreneurs, scientists, athletes, artists, and more. The core offering is Summit Flagship Events—multi-day immersive conferences combining art, discussion, music, wellness, and adventure. This is supported by Summit Membership, a subscription-based ecosystem platform providing global access to Happenings, Summit Radio content library, Community Connections, and the P A R T I C L E perks marketplace. The Summit One App serves as the mobile interface for membership management and community engagement. Event-specific offerings include the Family Campout series, Napa Valley gatherings, Sarara Kenya excursions, Sacred Valley Peru expeditions, and Lake Tahoe Basecamp winter events.

Differentiator

Problem solved

Functional benefit

Brands

• Summit Membership: Ecosystem platform for global access to events and experiences with the Summit Community, including Happenings, Summit Radio, Community Connections, and P.A.R.T.I.C.L.E. perks marketplace.
• Summit One
• Summit Radio
• Summit Impact
• P.A.R.T.I.C.L.E.

Products and services

• Summit Flagship Events Annual invitation-only multi-day conferences combining art, discussion, music, nourishment, wellness, and adventure designed for entrepreneurs, scientists, athletes, artists, politicians, musicians, filmmakers, astronauts, authors, chefs, engineers, explorers, and philanthropists.
• Summit Membership Quarterly subscription ecosystem platform providing members with access to Happenings (in-city gatherings, dinners, salons), Summit Radio content library, Community Connections (profiles and direct messaging), P A R T I C L E perks marketplace, and newsletter features.
• Summit Family Campout Family-oriented immersive summer campout for Summit community members with children ages 3-18, featuring safari-style tent accommodations, kid programming, workshops, outdoor activities, meals, refreshments, and entertainment.
• Summit Napa Valley 2026 Three-day immersive event for CEOs, founders, operators and investors navigating the future of business, combining world-class speakers with retreat-style connection, music festival energy, and culinary experiences.
• Summit Sarara 2026 Multi-day excursion to northern Kenya offering experiences focused on healing arts, ancient transmissions, and Andean cosmology, led by Dr. Alberto Villoldo featuring shamanic traditions.
• Summit Basecamp Lake Tahoe 2027 Four-day winter gathering in Lake Tahoe featuring world-class programming, outdoor adventure, live music, wellness, and human connection at Everline Resort & Spa.
• Summit Sacred Valley Peru 2027 Seven-day expedition to Peru's Sacred Valley led by Dr. Alberto Villoldo, featuring guided hikes to sacred sites, Andean shamanic experiences, wellness programming, and stays at Aranwa Hotel & Spa. Limited to 100 attendees.
• Summit Radio Library of content from 16+ years of Summit events featuring wisdom from luminary community members, musical sessions, and live concerts performed around the world.
• P A R T I C L E Perks Marketplace Curated marketplace offering members special access to goods and services that align with Summit's style, taste and care for people and planet.
• Community Stage Program at flagship events providing Summit Members the platform to speak and share their work, art, and impact with the wider Summit audience.
• Spot Registration Protection Optional registration protection add-on through Spot that provides reimbursement for covered cancellation circumstances including illness, injury, pregnancy, layoffs, family emergencies, jury duty, travel interruption, and work travel conflict.

Segments5 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Six partnerships are on record, tiered core and minor.

• Events.comcoreStrategic or Co-development Partner · 6 August 2025Events.com announced merger with Summit, integrating Summit's 17-year invitation-only membership community and events platform into the Events.com ecosystem. Summit's founding team including Global Director and CEO Jody Levy will remain involved as creative and strategic directors following the merger. The merger expands global reach, resources, and programming offerings through Events.com's two-sided marketplace.
• Spot (Registration Protection)minorGTM or Marketing PartnerSpot provides optional registration protection for Summit event tickets, offering coverage for unexpected circumstances such as illness, injury, pregnancy, layoffs, family emergencies, jury duty, travel interruption, and work travel conflict. Allows ticket holders to receive up to 100% reimbursement of purchase price if covered event prevents attendance.
• Under Canvas Columbia River GorgeminorOthersVenue partner for Summit Family Campout 2026, located at 433 Oak Ridge Rd, White Salmon, WA 98672. Provides safari-style tent accommodations with en-suite bathrooms on a 120-acre retreat surrounded by mountains, forests, and trails.
• The Meritage Resort and SpaminorOthersVenue for Summit Napa Valley 2026, located at 875 Bordeaux Way, Napa, California 94558. Approximately 90 minutes from San Francisco International Airport.
• Everline Resort & SpaminorOthersVenue for Summit Basecamp Lake Tahoe 2027, located in Lake Tahoe, California. Alpine campus nestled in Sierra Nevada, approximately 3.5 hours from San Francisco and 1 hour from Reno-Tahoe International Airport.
• Aranwa Hotel & Spa Sacred ValleyminorOthersBase venue for Summit Sacred Valley Peru excursions. Former 18th century colonial-style hacienda surrounded by gardens in the heart of Peru's Sacred Valley, one-hour drive from Cusco. Includes 6 nights accommodation with breakfast, picnic lunches, and dinners on first and last nights.

Scale indicators5 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Entrepreneurs' Organization (EO): Global membership community of founders and business owners with exclusive events, peer learning, and member-only experiences. Comparable on curated entrepreneur community model and recurring event programming.
• Singularity University: Hosts executive summits and education programs on exponential technologies for entrepreneurs and corporate leaders. Comparable on target audience (founders, innovators) and on programming centered on future-of-business themes.
• Aspen Ideas Festival: Aspen Institute's flagship festival convenes global leaders across business, policy, science, and arts — directly parallel to Summit's six-pillar programming targeting CEOs, founders, and innovators in a curated retreat setting.
• Vistage Worldwide: Peer advisory and executive coaching organization serving CEOs and business leaders via curated group meetings and summits. Comparable on serving executive audience with curated, membership-driven experiences.
• Allen & Company Sun Valley Conference: Highly exclusive invitation-only annual gathering of media, tech, and finance CEOs. Closest analog to Summit's invitation-only executive retreat model, though smaller in scale and more narrowly financial.
• Soho House: Global private membership club for creatives and business leaders with curated programming, food, and wellness. Most analogous on the membership community / curated-access business model rather than on one-off events.
• Milken Institute Global Conference: Annual LA-based conference bringing together leaders across finance, health, policy, and philanthropy. Direct comparable on attendee profile (CEOs, investors, policymakers) and curated thought-leadership format.
• TED Conferences: TED operates invitation/curated thought-leadership events and a global content library (TED Talks). Highly comparable to Summit Series on audience caliber (founders, scientists, creatives), curation model, and content monetization via media.

Emerging players

• Mastermind.com / Genius Network: High-ticket curated mastermind communities for entrepreneurs and founders. Comparable on curated-access premium membership model targeting high-caliber founders and operators.

Broad incumbents

• World Economic Forum (Davos): Davos is the largest global invitation-only executive summit, convening heads of state, CEOs, and thought leaders. Broader institutional scale than Summit but the same foundational concept: curated leadership convenings.

Market position

Strengths5 records

Weaknesses3 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/summit
• LinkedInlinkedin.com/company/summit-

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Summit Series