Employees: 11-50
Total raised: $20M
Founded date: 2019
Funding Rounds 1
| Date | Series | Amount | Investors | Deal News |
| 01.04.2022 | Series A | $20M | - | finsmes.co... |
Mentions in press and media 3
| Date | Title | Description | Source |
| 14.12.2022 | Summit Accelerates Business Momentum After Successful Launch | Summit’s modern approach to scaling wealth management elevates the advisor-client experience and tra... | prweb.com/... |
| 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 a... | finsmes.co... |
| 31.03.2022 | Summit Raises $20M Series A and Launches Wealth Operating Sy... | Summit’s modern approach to scaling wealth management elevates the advisor-client experience and wil... | prweb.com/... |