Summit Wealth Systems
Empowering abundance for wealth managers and their clients
Empowering abundance for wealth managers and their clients
Summit Wealth Systems is a Wealth Management startup founded in 2019 and based in the United States. The company's slogan, "Empowering abundance for wealth managers and their clients," reflects its mission to provide comprehensive solutions for wealth managers and their clients. In its latest funding round on 31 March 2022, Summit Wealth Systems secured a significant $20.00M Series A investment from prominent investors including Jackson Square Ventures, Arena Holdings, and Filbert Holdings. The company's focus on empowering wealth managers and their clients aligns with the growing demand for innovative solutions in the wealth management industry. With a strong investor backing and a clear vision, Summit Wealth Systems is well-positioned to make a meaningful impact in the wealth management sector.
| Funding Stage | Amount | No. Investors | Investors | Date |
|---|---|---|---|---|
| Series A | $20.00M | 3 |
|
31 Mar 2022 |
| Seed Round | Unknown | 1 |
|
15 Aug 2019 |
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