Summa Financial Technology

Summa Financial Technology is a leading innovator in the Information Technology industry, with a focus on delivering transformative technology solutions for modern investment management firms. Since its founding in 2017, the company has been dedicated to providing next-generation digital solutions tailored specifically for the investment management community. The Summa platform excels in capturing data from multiple sources and offering analytics, conditional workflows, and powerful reporting to all stakeholders within the firm. Summa's digital data model stands out for maintaining transparent and audit-able lineage for all data used, enabling customers to report at an unprecedented level of speed and granularity. This model also includes customizable business rules specific to Trading, Operations, Accounting, Investor Relations, Distribution, Compliance, and Risk. The company's United States headquarters serves as the hub for its operations and continued growth. With a mission slogan emphasizing the delivery of transformational technology, Summa Financial Technology's focus on innovative solutions positions it as a compelling player in the investment management technology space. Although information on the last investment and investors is not currently available, the company's commitment to leveraging technology to drive efficiency and transparency in investment management reflects potential opportunities for future growth and investment.