Employees: 11-50
Total raised: $20M
Founded date: 2019
Funding Rounds 1
| Date | Series | Amount | Investors |
| 01.04.2022 | Series A | $20M | - |
Mentions in press and media 3
| Date | Title | Description |
| 14.12.2022 | Summit Accelerates Business Momentum After Successful Launch | 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 truly reflects each firm’s values and approach. SAN FRANCISCO (PRWEB) Dec... |
| 01.04.2022 | Summit Wealth Systems Raises $20M in Series A Funding | 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 was led by Arena Holdings and Filbert Holdings with participation from Jackson ... |
| 31.03.2022 | Summit Raises $20M Series A and Launches Wealth Operating System | Summit’s modern approach to scaling wealth management elevates the advisor-client experience and will transform how advisors work with clients by creating a platform that truly reflects each firm’s values and approach. SAN FRANCISCO (PRWEB)... |