Summit Wealth Systems
Latest round
- Series A
Last raised
- Mar 2022
Total raised
- $21M
Investors
- 3
About Summit Wealth Systems
Founded in 2019 and based in California, US, Summit Wealth Systems, Inc. operates as a software development company. The company was founded by its CEO, Reed Colley, and COO, Anthony Sperling. In March 2022, Summit Wealth Systems, Inc. As of 2022, the company employs 18 employees and has launched a new platform for advisors called WealthOS. Summit Wealth develops and supplies wealth managers and its clients with a wealth management operating system for performance reporting and portfolio management as well as provides them with various financial tools to integrate into their version of the operating system. WealthOS, the company's platform, allows registered investment advisors (RIA) to create their own personalized, modern, mobile, and desktop applications by building their own private tech stack. The company generates revenue by charging its clients a set platform price for WealthOS plus tiered basis points based on the size of the RIA.
Who invested in Summit Wealth Systems
3 investors across 1 round
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Funding rounds
Series A
Mar 31, 2022
Amount
$21M
Investors
Questions about Summit Wealth Systems
Who invested in Summit Wealth Systems?
Summit Wealth Systems has 3 investors on record across 1 venture round. Sign up free to see every VC on the cap table and the rounds they joined.
How much funding has Summit Wealth Systems raised?
Summit Wealth Systems has raised 1 venture round. Sign up free to see how much each round raised and the total.
When did Summit Wealth Systems last raise money?
Summit Wealth Systems's most recent round on record is a Series A, in Mar 2022.
What does Summit Wealth Systems do?
Founded in 2019 and based in California, US, Summit Wealth Systems, Inc.
Where is Summit Wealth Systems headquartered?
Summit Wealth Systems is headquartered in San Francisco, US.
Which VCs invest in companies like Summit Wealth Systems?
Among active investors with capital left to deploy, Andreessen Horowitz, Founders Fund, Accel and Thrive Capital back software companies at Summit Wealth Systems's stage. Their profiles are linked below.
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