Summit Wealth Systems Overview
- Year Founded
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2019
- Status
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Acquired/Merged
- Employees
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12
- Latest Deal Type
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Buyout/LBO
- Financing Rounds
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3
Summit Wealth Systems General Information
Description
Developer of a wealth management platform designed to offer dynamic wealth modeling and planning services. The company's platform offers multi-custodial portfolio and client management, performance reporting, billing, revenue management, CRM elevation, and third-party integration services, enabling financial managers to humanize and empower the portfolio management experience and outcomes effectively.
Contact Information
Website
www.summitwealth.io(Operating Subsidiary)
Corporate Office
- 86 Graham Street
- Suite 120
- San Francisco, CA 94129
- United States
Corporate Office
- 86 Graham Street
- Suite 120
- San Francisco, CA 94129
- United States
Summit Wealth Systems Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Summit Wealth Systems Related Research & Analysis
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Summit Wealth Systems Signals
Growth Rate
Growth
Size Multiple
Key Data Points
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Majestic Referring Domains
Summit Wealth Systems Former Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
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Summit Wealth Systems FAQs
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When was Summit Wealth Systems founded?
Summit Wealth Systems was founded in 2019.
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Where is Summit Wealth Systems headquartered?
Summit Wealth Systems is headquartered in San Francisco, CA.
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What is the size of Summit Wealth Systems?
Summit Wealth Systems has 12 total employees.
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What industry is Summit Wealth Systems in?
Summit Wealth Systems’s primary industry is Asset Management.
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Is Summit Wealth Systems a private or public company?
Summit Wealth Systems is a Private company.
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What is Summit Wealth Systems’s current revenue?
The current revenue for Summit Wealth Systems is .
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How much funding has Summit Wealth Systems raised over time?
Summit Wealth Systems has raised $22.6M.
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Who are Summit Wealth Systems’s investors?
Arena Holdings, Filbert Investment, Jackson Square Ventures, and Nyca Partners have invested in Summit Wealth Systems.
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When was Summit Wealth Systems acquired?
Summit Wealth Systems was acquired on 02-Jan-2025.
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Who acquired Summit Wealth Systems?
Summit Wealth Systems was acquired by Orion Advisor Solutions.
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