SumIt Software
Company

SumIt Software

Financial Services New York City, Ny, United States 28 employees
Employees
28
Contacts
4
Emails
4
Phones
2

SumIt Software Overview

Headquarters
New York City, Ny, United States
Industry
Financial Services
Employees
28
Founded
2022
NAICS
Finance and Insurance
Monetary Authorities-Central Bank
Keywords

About SumIt Software

Family offices, managing $2.5 trillion in US assets, aren't just about numbers—they're custodians of iconic family legacies. With the challenges that come with managing diversified assets and legal obligations, providing transparent financial reports becomes difficult. That's where SumIt comes in. We are a dynamic team dedicated to developing a tailored platform specifically designed for family offices, starting with accounting and financial reporting. Our mission is to provide clear, reliable financial oversight for family offices by replacing cumbersome spreadsheets and manual tasks with an intuitive platform that automates financial consolidation.

SumIt Software Contact Details

People in AeroLeads
4
With contact data
4
Email contacts
4
100.0% coverage
Phone contacts
2
50.0% coverage

SumIt Software Org Chart

Sample employees and titles
Name Title Contact
Matthew Gaines, Cfa, Cfp® Managing Director, Head of CFO Services
Email Phone
Pablo Federico Helping Family Offices Make Change
Email
David Hill, Cfa Strategic Advisor at Aiera
Email Phone
Alexandre Lin CEO - Sumit Software - We're Hiring!
Email

Employees by Management Level

Executive 2 profiles
Individual contributor 2 profiles

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