Total Funding
28
61
Total FundingSeries A raised
Growth Score
-1 pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance.
Acquired by 
Orion Advisor Solutions
Reed Colley: CEOPast Role: Advent Software, Inc., Senior Vice President, Acquisitions and Strategy
Anthony Sperling: Co-Founder and COOPast Role: Advent Software, Inc., SVP, General Manager; EVP, Global Client Experience
About the Company
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.
