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
- Website
- www.getsumit.com
- Industry
- Financial Services
- Employees
- 28
- Founded
- 2022
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Matthew Gaines, Cfa, Cfp® | Managing Director, Head of CFO Services | Greater Chicago Area, United States |
Email
Phone
|
| Pablo Federico | Helping Family Offices Make Change | San Francisco Bay Area, United States |
Email
|
| David Hill, Cfa | Strategic Advisor at Aiera | New Canaan, Connecticut, United States |
Email
Phone
|
| Alexandre Lin | CEO - Sumit Software - We're Hiring! | Brooklyn, New York, United States |
Email
|
Employees by Management Level
Executive
2 profiles
Individual contributor
2 profiles
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