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

Reed Colley

Kathy Devine

Jason Domizio

Bob Conchiglia, CIPM

Bethany Lorden

Anthony Sperling

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

Engineering

Product Management and Design

Leadership Team

About

Team members

Other teams at Summit Wealth Systems

Engineering

Product Management and Design