About Summitwealth
Summitwealth is a Technology company based in San Francisco (United States) founded in 2019, and was acquired by Orion in December 2024. A wealth management platform is provided for modern RIAs. Summitwealth offers products and services including Portfolio Management, Unified Data, and Client Experience. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its competitors include Altruist, GeoWealth and SMArtX; 3 of its 3 listed competitors have raised funding.
Company details
Summitwealth was founded in 2019 in San Francisco, United States, and operates in the wealth management sector. A platform is offered to registered investment advisors, featuring portfolio management, customization options, and unified data integration. Market, financial, relationship, and third-party data are combined to reduce silos and support advisor workflows. Financial planning tools and wealth inventory features are included to aid operations across the platform.
- Headquarters San Francisco, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Website summitwealth.io
- Social LinkedIn
- Acquired by Orion (Dec 2024)
- Investors
- Acquired byOrion
(Dec 2024)
Products & Services of Summitwealth
Summitwealth offers a comprehensive portfolio of products and services, including Portfolio Management, Unified Data, and Client Experience.
Customizes applications for advisor operations to speed up business processes.
Unites market and financial data on a single platform for advisors.
Enhances client financial planning with intuitive data and inventory features.
Investors in Summitwealth
Summitwealth has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Orion Advisor Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth technology solutions are provided for financial advisors. | 1998 | orion.com | Omaha, United States |
Investor details for Summitwealth
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Summitwealth
5 people are tracked at Summitwealth (5 in leadership).
| Name | Role | Group |
|---|---|---|
Bethany Lorden | Chief of Staff and Culture | Leadership |
Reed Colley | CEO, Co Founder | Leadership |
Anthony Sperling | Co-Founder + COO | Leadership |
Sarah A. Teague | Vice President Of Product Strategy | Leadership |
Kathy Devine | Head of Finance and Accounting | Leadership |
Complete people profiles for Summitwealth
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Summitwealth
2 dated milestones of Summitwealth across 5 years, from founding to its latest funding, stage changes and deals.
- Founded Summitwealth is founded.
- Exit Acquired by Orion.
Competitors of Summitwealth
Summitwealth has 3 listed competitors in our database, 3 of them funded. They include Altruist, GeoWealth and SMArtX.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. | ||
| smartxadvisory.com | 2010 | West Palm Beach, United States | $39.74M | Performance monitoring and account valuation solution |
Detailed competitors of Summitwealth
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Summitwealth
The website of Summitwealth (summitwealth.io) receives about 1.1K visits a month.
- Monthly visits1.1K
▲ 17.3% vs previous month
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Summitwealth (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Frequently Asked Questions about Summitwealth
Summitwealth was founded in 2019.
Summitwealth is headquartered in San Francisco, United States. It is registered at San Francisco, California, United States.
Summitwealth was founded in 2019 in San Francisco, United States, and operates in the wealth management sector. A platform is offered to registered investment advisors, featuring portfolio management, customization options, and unified data integration. Market, financial, relationship, and third-party data are combined to reduce silos and support advisor workflows. Financial planning tools and wealth inventory features are included to aid operations across the platform.
Summitwealth offers Portfolio Management, Unified Data, and Client Experience.
Summitwealth has 1 investor. Key investors include Orion Advisor Solutions.
Yes. Summitwealth was acquired by Orion in December 2024.