Business introduction
A single pane of glass
Bring a new level of engagement between families and wealth advisors to organize, protect, and share everything digital
Who we are
Summitas was founded in 2007 by a leading American family, Silicon Valley software entrepreneurs, and wealth industry veterans. Today, we serve many of the largest and best-known family offices, multi-family offices, RIAs, and law firms in the world.
With offices in New York City and Charlotte, we’ve won awards in every major category required of portals for client-facing businesses. Our center of gravity is exceptional service and value attendant to the protection of your digital assets, shared content, and client communication.
Summitas Solutions
Summitas Platform
Simplicity is the common thread Apps can be configured and activated at any time. Here are a few: Digital vault eSignature Secure sharing Financial dashboard Calendar Contacts Content publishing Activity wall Family trees Private messaging Photo and video albums Grant processing ...
