Co-Founder + Coo
Current
Jun 2019 - Present
AeroLeads people directory · profile
Anthony Sperling Email & Phone Number
Co-Founder + COO // Summit Wealth
at
Summit Wealth Systems
1 work email found
@summitwealth.io
1 phone found area 415
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Co-Founder + COO // Summit Wealth
Location
San Francisco, California, United States
Who is Anthony Sperling? Overview
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Quick answer
Anthony Sperling is listed as Co-Founder + COO // Summit Wealth at Summit Wealth Systems, based in San Francisco, California, United States. AeroLeads shows a work email signal at summitwealth.io, phone signal with area code 415, and a matched LinkedIn profile for Anthony Sperling.
Anthony Sperling previously worked as Co-Founder + COO at Summit Wealth Systems and Technology Advisor and Investor at Aes. Anthony Sperling holds Executive Education, Executive Education - Influence And Negotiations from Stanford University Graduate School Of Business.
Company email context
Email format at Summit Wealth Systems
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{first}@summitwealth.io
86% confidence
AeroLeads found 1 current-domain work email signal for Anthony Sperling. Compare company email patterns before reaching out.
Profile bio
About Anthony Sperling
Building and creating teams and solutions to solve meaningful problems has always lived at the intersection of innovation and execution for me.It's not often that you get an opportunity to build a business from the ground up with a good friend. So when recently presented with that opportunity, I could not pass it up. My partner and I are building Summit Wealth Systems to provide a modern wealth management platform built for today, and where the industry is going, not where it has been...As we grow, we believe in finding great talent wherever it happens to be. We are not bound by our city, our state, or even our region of the world, for that matter. Outstanding talent exists where it exists and should not be defined by geography or socioeconomic standing. Our ever-growing team is bound by enthusiasm, the fun in boundary-less collaboration and the desire to live and work where they want. We are a distributed company collaborating and working together to help our clients, help their clients.Who knows, maybe you will join Summit one day and join a great group of people making our own little dent on the universe while having a blast in the process...
Current workplace
Anthony Sperling's current company
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13 roles · 36 years
Anthony Sperling work experience
A career timeline built from the work history available for this profile.
Technology Advisor And Investor
Current
Aes
Jan 2016 - Present
Advisor
Copilot - Meetings Into Action
Jan 2017 - Jul 2019
Executive Vice President - Global Customer Experience
Manage and maintain overall business relationships with 5.5K clients in more than 60 countries with $325M in recurring revenue and $35M in professional service revenue. Lead a team of 475 members in handling, providing, and implementing for clients their product adoption, education, training support, account management, and renewal sales. Actively.
Jan 2013 - Oct 2015
Svp - General Manager
Oversaw company’s largest business unit with 450 team members, 4.3K global clients, and more than $225 in revenue. Led the sales, product management, marketing, services, global alliance and development teams. Regularly attended and participated in board meetings. Reported to Advent president.
Jan 2009 - Dec 2012
Senior Vice President - Services
Managed overall customer experience of the company’s core business, including portfolio management, trade order management, STP solutions, professional services, renewals. Targeted high net-worth asset managers, hedge funds, family offices, financial advisors, banks, and trusts. Maintained direct P&L responsibility for more than $100M in revenue..
Feb 2005 - Dec 2008
Vice President - Sales And Services
Managed overall client sales organizations with 150 teams members and $15M in annual revenue ($12M in annual license sales), providing services, including customer support, implementation consulting, and project management customer engineering.
Feb 2002 - Jan 2004
Director Of Consulting Services
Responsible for on-site implementation consultants partnering with clients to install, configure, and deploy solutions and drive client adoption of our products. Supervised a 40-member team, generating $7M in annual revenue.
Jul 1998 - Jan 2002
Director Of Product Marketing
Planned, developed, and implemented company’s product marketing strategy. Managed a 4-member team.
Mar 1997 - Jun 1998
Sales And Business Development
Selected by CEO to lead the business development initiatives and develop Advent's business strategy in the UK.
Jan 1996 - Feb 1997
Implementation Consultant
Executed the technical and business application implementation of the company’s client solutions. Served as sole consulting to implement clients outside the U.S.
Jun 1993 - Dec 1995
Portfiolio Analyst
Harris Bretall Sullivan And Smith
Responsible for all aspects of relationship management, research and trading for high net worth investors.
1991 - 1993
~2 yrs
Analyst
Lawrence Johnson & Assoc.
1990 - 1991
~1 yr
3 education records
Anthony Sperling education
Executive Education, Executive Education - Influence And Negotiations
Stanford University Graduate School Of Business
Executive Education - High Potentials Leadership
Harvard Business School
Bachelor Of Science (B.S.), Business Administration
University Of Wisconsin-River Falls
FAQ
Frequently asked questions about Anthony Sperling
Quick answers generated from the profile data available on this page.
What company does Anthony Sperling work for?
Anthony Sperling works for Summit Wealth Systems.
What is Anthony Sperling's role at Summit Wealth Systems?
Anthony Sperling is listed as Co-Founder + COO // Summit Wealth at Summit Wealth Systems.
What is Anthony Sperling's email address?
AeroLeads has found 1 work email signal at @summitwealth.io for Anthony Sperling at Summit Wealth Systems.
What is Anthony Sperling's phone number?
AeroLeads has found 1 phone signal(s) with area code 415 for Anthony Sperling at Summit Wealth Systems.
Where is Anthony Sperling based?
Anthony Sperling is based in San Francisco, California, United States while working with Summit Wealth Systems.
What companies has Anthony Sperling worked for?
Anthony Sperling has worked for Summit Wealth Systems, Aes, Copilot - Meetings Into Action, Advent Software, and Harris Bretall Sullivan And Smith.
How can I contact Anthony Sperling?
You can use AeroLeads to view verified contact signals for Anthony Sperling at Summit Wealth Systems, including work email, phone, and LinkedIn data when available.
What schools did Anthony Sperling attend?
Anthony Sperling holds Executive Education, Executive Education - Influence And Negotiations from Stanford University Graduate School Of Business.
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