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

Engineering

Leadership Team

Product Management and Design

Summit Wealth Systems

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Teams

Engineering

Leadership Team

Product Management and Design

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