Summitas

About Summitas

Summitas is an award-winning engagement platform that brings family offices, wealth advisors, and clients together through a single pane of glass. It provides branded portals to host solution-specific apps, enabling secure sharing, organization, and collaboration of financial information and documents. The platform emphasizes privacy, security, and a consistent user experience to improve engagement and information governance for wealth management firms and their clients. Headquartered in Silicon Valley with a focus on the United States market, Summitas aims to simplify complex information ecosystems in the wealth management sector.