Summit Wealth Systems offers a cloud and mobile software platform that enables wealth managers to design personalized, modern mobile and desktop applications by creating each firm’s private tech stack. The platform integrates personalized wealth modeling, financial planning, advisor-client collaboration tools, portfolio management, and performance reporting to deliver a humanized wealth experience. Through advanced data management, the company enables advisors to own, control, and manage secure, private data that is not commingled with other advisors’ data. Summit recently launched WealthOS, powered by its “Abundance” engine, which introduces mobile-forward client wealth journey mapping, a holistic visual balance sheet, elevated CRM, intuitive document management, billing and revenue projection, and key custodian and third-party integrations. The company is led by co-founders and executives Reed Colley (CEO) and Anthony Sperling (COO). Based in San Francisco, Summit plans to use new funding to grow development and service teams and expand sales and marketing resources.

Total raised

$20M

Funding rounds

1

Latest round

Series A

Latest activity

Apr 2022