Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
Company Details
- Employees
- 8
- Founded
- -
- Address
- New York, Us
- Phone
- (877) 752-1717
- su****@****tas.com
- Industry
- Technology, Information And Internet
- Website
- summitas.com
- Keywords
- Family Offices, Financial Advisors, Accounting Firms, Law Firms, Board Rooms, Wealth Management, Client Portal, Digital Vault.
- HQ
- New York
Summitas Questions
Summitas's helpline number is (877) 752-1717
Summitas's website is summitas.com
Summitas's LinkedIn profile is https://www.linkedin.com/company/summitas
Summitas has
8 employees.
View email and phone details for 8
employees at Summitas.
Summitas's industry is
Technology, Information and Internet
Summitas's top competitors are
Dynasty Financial Partners,
Sumit Software,
Arch,
Marble Wealth,
Luminary,
Addepar,
Itaú Private Bank,
Risclarity,
Hay Hill Wealth Management,
Deviate Consulting.
Summitas's support email address is support@summitas.com
Summitas's categories are Technology, Information and Internet
Summitas's founding year is 2007
