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RIA Edge
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Summit Wealth Systems

Profile

Founded by industry veterans Reed Colley and Anthony Sperling, Summit Wealth Systems is a modern and innovative cloud software company focused on wealth managers and their clients. Summit’s simple and elegant approach to scaling wealth management elevates the advisor-client relationship and will transform how advisors work with clients by creating a platform that reflects each firm’s values and approach. Summit's WealthOS leverages the latest cloud-native technologies to enable advisors to design their own personalized, modern, mobile, and desktop applications by creating each firm’s own private tech stack incorporating wealth modeling, financial planning and collaboration tools with robust portfolio management and reporting capabilities.