Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company uses cloud-native technologies to enableadvisors to design their own personalized, modern, mobile, and desktop applications. Summit combines personalized wealth modeling, financial planning, and advisor-client collaboration tools with portfolio management and performance reporting capabilities to provide advisors and their clients with a more humanized wealth experience.

Summit Wealth Systems

Summit Wealth Systems' headquarters in San Francisco, CA, United States

Reed Colley

Bethany Lorden

Anthony Sperling

The Engineering team at Summit Wealth Systems designs and develops the core cloud-based and mobile software platform that wealth managers use to enhance their client relationships. They focus on creating personalized, modern applications for both mobile and desktop, integrating wealth modeling, financial planning, and collaboration tools with robust portfolio management and performance reporting capabilities. The team leverages cloud-native technologies to ensure the platform is scalable, secure, and responsive, providing a seamless and humanized wealth experience for advisors and clients.

Engineering

The Leadership Team at Summit Wealth Systems is responsible for setting the company's strategic direction and overseeing its execution. Led by the CEO and Co-founder, this team includes the Co-founder and COO, the Vice President of Product Strategy, and the Chief Revenue Officer (CRO). Together, they drive innovation, manage operations, align product strategies with market needs, and spearhead revenue growth to ensure Summit Wealth Systems remains at the forefront of the wealth management software industry.

Leadership Team

The Product Management and Design team at Summit Wealth Systems is responsible for conceptualizing and creating advanced, user-centric software solutions. This team combines strategic oversight, user experience design, and product management to ensure the development of personalized, cloud-based tools that enhance the client-advisor relationship. By closely collaborating with other departments and leveraging cloud-native technologies, they aim to deliver intuitive and impactful financial planning and portfolio management applications that resonate with both wealth managers and their clients.

Summit Wealth Systems

Org chart

Teams

Engineering

Leadership Team

Product Management and Design

Offices

Summit Wealth Systems

Org chart

Teams

Engineering

Leadership Team

Product Management and Design

Offices

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