Summa Financial Technology is a leading innovator of next generation digital solutions for the investment management community.  The Summa platform captures data across multiple sources and provides analytics, conditional workflows and powerful reporting to all constituents in the firm. The digital data model maintains a transparent and audit-able lineage for all data used and enables customers to report at an unprecedented level of speed and granularity with customizable business rules specific to Trading, Operations, Accounting, Investor Relations, Distribution, Compliance and Risk.  

Cloud

Information Technology

Software

Summa Financial Technology

The Milwaukee office focuses on engineering, architecture, and security solutions, driving innovation and development.

Milwaukee

The Amsterdam office focuses on product development and management, driving innovation for the company in Europe.

Summa Financial Technology

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Teams

Offices

Summa Financial Technology

Org chart

Teams

Offices

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