About Summitwealth
Summitwealth is a company based in San Francisco (United States) founded in 2019 was acquired by Orion in December 2024. Summitwealth offers products and services including Portfolio Management, Unified Data, and Client Experience. Summitwealth operates in a competitive market with competitors including Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
- Headquarter San Francisco, United States
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Latest Funding Round
Not available
- Investors
-
Employee Count
Not available
-
Acquired by
Orion
(Dec 19, 2024)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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.
People of Summitwealth
Unlock access to complete
Leadership Team
2 people
Co Team
1 people
Product Management Team
1 people
Finance and Accounting
1 people
Unlock access to complete
Funding Insights of Summitwealth
Detailed funding history for Summitwealth
Round names, dates, amounts, investors, and valuation history require an active premium plan.
- Round names and dates
- Funding amounts
- Participating investors
- Valuation history
Verified entity values are shown only after access is granted.
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.
|
Locked | Locked | Locked |
Investor details for Summitwealth
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Summitwealth
Investment portfolio details for Summitwealth
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
Financial Statements - Summitwealth
Detailed financials for Summitwealth
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Summitwealth Comparisons
Peer comparison for Summitwealth
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Summitwealth
Summitwealth operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Altruist, GeoWealth, Nucleus Financial, xalts and SnapTrade, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Portfolio management software for financial advisors
|
|
| Locked | Locked | Locked |
Integrated wealth management solutions are offered for advisors and institutions.
|
|
| Locked | Locked | Locked |
Portfolio management solutions are offered to financial advisors.
|
|
| Locked | Locked | Locked |
Wealth management solutions are delivered via an online platform.
|
|
| Locked | Locked | Locked |
Provider of API enabling brokerage account connectivity for data and trading
|
|
| Locked | Locked | Locked |
Digital wealth tools are provided to empower financial advisors.
|
Detailed competitors of Summitwealth
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Summitwealth
Complete news archive for Summitwealth
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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's top competitors include Altruist, Nucleus Financial and QPLIX.
Summitwealth offers Portfolio Management, Unified Data, and Client Experience.
Summitwealth has 1 investor. Key investors include Orion Advisor Solutions.