Company Email Format Management

Summitas

Technology, Information And Internet New, York, United States 8 employees

Employees: 8
Contacts: 3
Emails: 3
Phones: 2

summitas.com LinkedIn

Summitas Overview

Headquarters: New, York, United States
Phone Number: Available in AeroLeads
Website: summitas.com
Industry: Technology, Information And Internet
Employees: 8
Founded: 2007
Company Email: Available in AeroLeads

Keywords

Family Offices Financial Advisors Accounting Firms Law Firms Board Rooms Wealth Management Client Portal Digital Vault

About Summitas

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.

Summitas Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

Summitas Org Chart

Sample employees and titles

Name	Title	Location	Contact
Bill Wyman	President - Family Office Services	New York, United States	Email Phone
Dan Gregerson	Chairman and CEO, Summitas, Llc	Charlotte, North Carolina, United States	Email Phone
Jonathan Neal	Vice President, Revenue @ Summitas		View
Cory Evans	Vice President, Customer Success	Charlotte Metro, United States	Email