- Headquarters
- San Francisco, California
- Employees
- 1–10
- Founded
- 2019
- Business Model
- B2B
- Website
- summitwealth.io
About
Summit Wealth Systems is a wealthtech platform founded in 2019 by Reed Colley (CEO, formerly founder and CEO of Black Diamond) and Anthony Sperling (COO) in San Francisco, California. The company built a modern, cloud-native portfolio management and client experience platform designed specifically for registered investment advisors (RIAs). Summit's platform integrates portfolio accounting, trading, financial planning, and client portals into a unified operating system for wealth management firms, enabling advisors to scale operations without sacrificing client experience. After raising a $20 million Series A in March 2022, the company gained significant traction, including a landmark $20 billion AUA win from a legacy Envestnet Tamarac client. Summit was recognized in the 2023 WealthManagement.com Wealthies Industry Awards for innovation. In December 2024, Orion Advisor Solutions announced its agreement to acquire Summit Wealth Systems, with Reed Colley joining Orion as President of Advisor Technology.
Summary
SummitWealth is a Fintech company based in San Francisco, United States, founded in 2019.
Tech & App Stack
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