Summit Wealth Systems
San Francisco
About 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.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $20.0M
- Funding stage: M&A
- Last round: Series A (Mar 2022)
- Website: summitwealth.io
Industries & Categories
Business Development, Consulting, Wealth Management
Social Profiles
Canonical: https://fsome.com/organization/summit-wealth-systems-30731 · For the full interactive profile (charts, investors, team, acquisitions, press), please enable JavaScript.