Summit Wealth Systems
Financial Software · California, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
San Francisco, California, United StatesWebsite
www.summitwealth.ioRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1
About Summit Wealth Systems
Founded by industry veterans Reed Colley, founder and former CEO of Black Diamond, and Anthony Sperling, Summit Wealth Systems is a modern and innovative cloud and mobile software company focused on wealth managers and their clients. Summit's simple and elegant approach to scaling wealth management elevates the advisor-client relationship and will transform how advisors work with clients.Explore more
Summit Wealth Systems Org Chart
Get the full picture
Sign in to uncover key details.
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Summit Wealth Systems your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Summit Wealth Systems, which may be a good buyer, showed buying intent in Masked Content Topic
Check out if Summit Wealth Systems is spiking on competitors!
Funding: Get notified immidiatlly once Summit Wealth Systems has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Earning: See what the market has to say on Summit Wealth Systems recently announced quarterly report
Check if Summit Wealth Systems has recently received funding, and reach out quickly before it becomes old news!
Click to see if Summit Wealth Systems had a recent Job posting/layoffs
Product Launch: Get notified when Summit Wealth Systems launches new products
Website visits: Recent activity has been detected on your website
Congratulate Masked Content for being promoted to Masked Content at Summit Wealth Systems
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Summit Wealth Systems
Compare insights from companies similar to Summit Wealth Systems, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
<$5M
1-10
Private
-
-
VL
Valeri LawsonAssistant Vice President & Client Service Client Relationship Manager
Company Profile Activity
Activity Insights
Summit Wealth Systems is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Summit Wealth Systems is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Summit Wealth Systems.
Summit Wealth Systems financials insights
Gather financial insights about Summit Wealth Systems, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2022
Series A
$20M
Summit Wealth Systems Tech Stack
A closer look at the technologies used by Summit Wealth Systems
Most Recent Scoops
Left Company
Executive Move
Executive Moves, Left Company
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Funding
Funding
Summit Wealth Systems News & Media
Orion enters deal to buy wealthtech Summit Wealth Systems - Private Banker International
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors.Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology
OMAHA, Neb., & SAN FRANCISCO--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep industry exSummit Wealth Systems Recognized for Innovation in the 2023 Wealthmanagement.com "Wealthies" Industry Awards
Wealth Journey relationship tool wins in the highly competitive Innovation – New Applications category for highlighting the human elements in the advisor-client relationship SAN FRANCISCO, Sept. 21, 2023 /PRNewswire-PRWeb/ -- Summit Wealth Systems ("Summit"), an innovative cloud software...Summit Accelerates Business Momentum After Successful Launch
Fresh off $20mm Series A, Summit launches new “Wealth Journey” relationship overview capability, doubles staff, opens new office and garners industry recognition as a “Technology Disruptor” (PRWeb December 14, 2022) Read the full story at https://www.prweb.com/releases/summit_accelerates_business_momentum_after_successful_launch/prweb19072227.htm
Read more news
Top Financial Software Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Summit Wealth Systems
Sign Up For FreeTo access detailed company insights
Founded by industry veterans Reed Colley, founder and former CEO of Black Diamond, and Anthony Sperling, Summit Wealth Systems is a modern and innovative cloud and mobile software company focused on wealth managers and their clients. Summit's simple and elegant approach to scaling wealth management elevates the advisor-client relationship and will... Read More
