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Summa Financial Technology logo — Our mission is to deliver transformational technology for th...

Summa Financial Technology

Our mission is to deliver transformational technology for the modern investment management firm.

Founded 2017 United States New York, United States 18 employees Information Technology

General Information

Company Name Summa Financial Technology
Founded Year 2017
Location United States New York, United States +4
Employees 18
Industries Information Technology
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About 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.

Taxonomy: Financial Technology, Investment Management, Digital Solutions, Reporting, Audit, API, Front Office, Middle Office, Back Office

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FAQ About Summa Financial Technology

Our mission is to deliver transformational technology for the modern investment management firm.
Summa Financial Technology was founded in 2017.
Summa Financial Technology is headquartered in New York, United States.
Summa Financial Technology operates in the following industries: Information Technology.
Summa Financial Technology has approximately 18 employees.
Top alternatives and competitors to Summa Financial Technology include Summa Health, Summa Financial Services, Summa Financial Services Inc, Summa Technologies, Summa Labs, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summa Financial Technology and Summa Health are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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