SUMMIT WEALTH SYSTEMS
Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company uses cloud-native technologies to enable advisors to design their own personalized, modern, mobile, and desktop applications. Summit combines personalized wealth modeling, financial planning, and advisor-client collaboration tools with portfolio management and performance reporting capabilities to provide advisors and their clients with a more humanized wealth experience.
SUMMIT WEALTH SYSTEMS
Social Links:
Industry:
Business Development Consulting Wealth Management
Founded:
2019-01-01
Address:
San Francisco, California, United States
Country:
United States
Website Url:
http://www.summitwealth.io
Total Employee:
11+
Status:
Active
Total Funding:
20 M USD
Technology used in webpage:
IPhone / Mobile Compatible Viewport Meta Domain Not Resolving Apple Mobile Web Clips Icon Google Tag Manager WordPress Google Analytics Content Delivery Network LetsEncrypt SSL By Default
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Current Employees Featured
Founder
Investors List
Arena Holdings
Arena Holdings investment in Series A - Summit Wealth Systems
Jackson Square Ventures
Jackson Square Ventures investment in Series A - Summit Wealth Systems
Filbert Holdings
Filbert Holdings investment in Series A - Summit Wealth Systems
Nyca Partners
Nyca Partners investment in Seed Round - Summit Wealth Systems
Official Site Inspections
http://www.summitwealth.io Semrush global rank: 9.3 M Semrush visits lastest month: 410
- Host name: 151.101.194.159
- IP address: 151.101.194.159
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "Summit Wealth Systems"
Home - Summit Wealth
Are you crushed under the weight of your tech stack—or standing at the Summit of innovation? At Summit Wealth, we know that there’s a major difference between tools that work for advisors, and ones that bury a business.See details»
Our Mission & Team - Summit Wealth
Reed and Anthony are equal parts industry pioneers and experienced fintech veterans. Leaning into their 40+ years combined experience in fintech and overall passion for innovative use of the latest technology, they had the insight to see …See details»
Summit Wealth Systems - LinkedIn
Https://summitwealth.io/ #Summit #FinTech #WealthTech #Data. 2 Like Comment Share Summit Wealth Systems 1,451 followers 2w Report this post ...See details»
Customer Experience - Summit Wealth
Modern RIAs know clients deserve better. Instead of multiple log-ins, disjointed emails and texts, and a confusing interface, give clients an intuitive experience that shows their financial lives in …See details»
Summit. Company Profile 2024: Valuation, Funding & Investors
Summitwealth.io. Ownership Status. Privately Held (backing) Financing Status. Venture Capital-Backed. Corporate Office. 86 Graham Street; Suite 120; San Francisco, CA 94129; United StatesSee details»
Summit Wealth Systems Company Profile | Management and
Www.summitwealth.io Summit Wealth Systems Profile and History Founded by industry veterans Reed Colley, founder and former CEO of Black Diamond, and Anthony Sperling, Summit …See details»
Summit Wealth Systems - Crunchbase Company Profile & Funding
Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth …See details»
Summit Raises $20M Series A and Launches Wealth Operating …
Mar 31, 2022 To learn more about Summit’s offering and approach, visit www.summitwealth.io. About Summit Wealth Systems. Founded by industry veterans Reed Colley, founder and …See details»
Brighton Jones Partners with Summit Wealth Systems for Client …
Jan 11, 2024 For more information, visit summitwealth.io. About Brighton Jones. Brighton Jones is one of America's fastest-growing wealth management firms, with over $20 billion in assets …See details»
Summit Wealth Systems Announces LifeYield Agreement to …
Nov 15, 2023 Summit won the 2023 "Wealthie" industry award in the Innovation-New Platforms category for its Wealth Journey feature allowing advisors and clients to record and …See details»
Summit Wealth Recognized as a Technology Leader in the 2024
Apr 4, 2024 The platform combines unified data with an elegant experience that advisors and clients love. Summit won 2022 and 2023 "Wealthies" industry awards for Industry Disruptor …See details»
Summit Wealth Systems - Overview, News & Similar companies
Dec 14, 2022 Who is Summit Wealth Systems. Founded by industry veterans Reed Colley, founder and former CEO of Black Diamond, and Anthony Sperling, Summit Wealth Systems is …See details»
Terms of Use - Summit Wealth
Jan 1, 2024 Please also feel free to contact us if you have any questions about Summit Wealth’s Acceptable Use Policy. You may contact us at [email protected] or at our mailing address …See details»
Summit Wealth Systems Raises $20M in Series A Funding
Apr 1, 2022 Summit Wealth Systems, a San Francisco, CA-based cloud software company focused on wealth managers and their clients, raised $20M in Series A funding.. The round …See details»
Summit Wealth Systems - Products, Competitors, Financials, …
For more information, visit summitwealth.io About WealthManagement.com WealthManagement.com, an Informa business, provides everything wealth professionals need …See details»
Summit Accelerates Business Momentum After Successful Launch
Dec 14, 2022 Summit’s modern approach to scaling wealth management elevates the advisor-client experience and transforms how advisors work with clients by creating a platform that …See details»
Resources Archive - Summit Wealth
Nov 12, 2024 How to make the critical tech decisions to future-proof your firmSee details»
Privacy Policy – Summit Wealth
Jan 1, 2024 To the extent prohibited by applicable law, Summit does not allow the use of our Services and Websites by anyone younger than 18 years old. If you learn that anyone younger …See details»
Summit Wealth Systems Recognized for Innovation in the 2023
Sep 21, 2023 Wealth Journey is a feature within the Summit platform that illustrates a client's story. It's a tool that marries past, present, and future in a simple and intuitive way.See details»
Platform - Summit Wealth
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of …See details»