Summitas
HQ Address
5113 Piper Station Drive, Suite 206, Charlotte, NC 28277, United States
Website Address
Business introduction
A single point of presence
Summitas brings a new level of engagement between families, family offices, and wealth advisors to organize, protect, and share everything digital
Summitas was founded in 2007 by entrepreneurs with extensive experience in serving ultra-high net worth clients and developing mission-critical software. Their vision was to leverage technology to provide an exclusive set of services for the wealth industry’s 21st century needs. Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, distributed computing, and cybersecurity.
Howard Milstein (New York Private Bank & Trust, Nicklaus Companies, Golf Magazine) cofounded Summitas with Stephen Martiros (CCC Alliance, Martiros Strategies) and Dan Gregerson (Intelligent Technologies, PeerLogic). Dan is Chairman and CEO. Bill Wyman (BNY Mellon, Rockefeller, Deutsche Bank, J.P. Morgan) joined in 2010 and is President, Family Office Services.
Today, Summitas is an award-winning platform for client-facing businesses that exchange confidential information, store sensitive documents, and share ideas — securely and privately — all from one place.
Summitas Solutions
Summitas Platform
Change the dynamics between you and your clients Now you can deliver a virtual office with anytime, anywhere access from all mobile and computing devices. Ensure privacy, share and protect vital information, and create a focal point for family and office communication through an array of customizable modules that lead to......
