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

Teams at Summit Wealth Systems

Engineering

Leadership Team

Product Management and Design