Summitas
Content & Collaboration Software · New York, United States · 11-50 Employees
View Company Info for Free
Overview
Headquarters
335 Madison Ave Ste 1432, New York City,...Phone Number
(877) 752-1717Website
www.summitas.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
2
2
1
1
1
1
About Summitas
Howard Milstein - NYPB&T, Emigrant Savings Bank, Nicklaus Companies Stephen Martiros - Martiros Strategies Jeffrey Parker - First Call, CCBN, Thomson Reuters Tim Armstrong - Google, AOL Dan Gregerson - Intelligent Technologies, PeerLogic Summitas Platform TM was designed from the ground up as a secure enclave for authenticated individuals belonging to groups of any size. Its modular architecture supports a growing number of customizable plug-and-play "apps" and lends itself to rapid integration with external systems through modern interfaces and protocols. Today, Summitas is the reference platform for communication privacy and data security in the family office and wealth advisory space. The company's customers freely exchange confidential files and communication from desktop and mobile devices with the knowledge they are working in a private and safe environment. Summitas aims to delight customers with exceptional service and value and is headquartered in New York City. The company haRead more
Summitas Org Chart
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 Summitas your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Check if Summitas has recently received funding, and reach out quickly before it becomes old news!
Earning: See what the market has to say on Summitas recently announced quarterly report
Check out if Summitas is spiking on competitors!
Product Launch: Get notified when Summitas launches new products
Click to see if Summitas had a recent Job posting/layoffs
Website visits: Recent activity has been detected on your website
Funding: Get notified immidiatlly once Summitas has new funding data
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Congratulate Masked Content for being promoted to Masked Content at Summitas
Summitas, which may be a good buyer, showed buying intent in Masked Content Topic
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to Summitas
Compare insights from companies similar to Summitas, 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
Company Profile Activity
Activity Insights
Summitas is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
Summitas is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about Summitas.
Summitas Tech Stack
A closer look at the technologies used by Summitas
See more technologies
Summitas News & Media
Summitas Wins Private Asset Management's 2025 "Best Technology Platform for Family Offices" Award
The premier digital engagement platform for online wealth management portals NEW YORK, Feb. 9, 2026 /PRNewswire/ -- Summitas, the innovative client engagement platform for family offices, wealth advisors, and other client-facing businesses, has been named "Best Technology Platform for...Summitas wins "Overall Technology Solution-Latin America" in the Miami Family Wealth Report Awards
MIAMI, Jan. 21, 2026 /PRNewswire/ -- Summitas, a leading client engagement platform, has been selected as a winner in the 'Overall Technology Solution – Latin America' category at the Miami Family Wealth Report Awards 2026 program. "As families grow more global and multi-generational, the...Forest Systems and Summitas Announce Strategic Partnership to Enhance Wealth Management Security and Efficiency
CHARLOTTE, N.C., March 6, 2025 /PRNewswire/ -- Forest Systems, a leading provider of integrated accounting software solutions for family offices and accounting firms, and Summitas, a premier secure client portal and digital vault provider, today announced a strategic partnership aimed at...Summitas awarded "Best Firmwide Security Solution" at the Private Asset Management Awards 2025 ceremony
The premier digital engagement platform provides best-in-class security for wealth management. NEW YORK, Feb. 7, 2025 /PRNewswire/ -- Summitas, the innovative client engagement platform for family offices, wealth advisors, and other client-facing businesses, won "Best Firmwide Security...
Read more news
Top Content & Collaboration Software Companies
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Summitas
Sign Up For FreeTo access detailed company insights
Howard Milstein - NYPB&T, Emigrant Savings Bank, Nicklaus Companies Stephen Martiros - Martiros Strategies Jeffrey Parker - First Call, CCBN, Thomson Reuters Tim Armstrong - Google, AOL Dan Gregerson - Intelligent Technologies, PeerLogic Summitas Platform TM was designed from the ground up as a secure enclave for authenticated individuals belonging... Read More
