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Summit Wealth Systems logo — Empowering abundance for wealth managers and their clients

Summit Wealth Systems

Empowering abundance for wealth managers and their clients

Founded 2019 United States San Francisco, United States 16 employees Series A Total: $20.00M Wealth Management

General Information

Company Name Summit Wealth Systems
Founded Year 2019
Location United States San Francisco, United States +1
Employees 16
Industries Wealth Management
Funding Stage Series A
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About Summit Wealth Systems

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.

Taxonomy: investment, client empowerment, abundance, financial planning, financial empowerment

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 3
Investor Investor
•••• •••• 		31 Mar 2022
Seed Round •••••• 1
Investor
15 Aug 2019

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FAQ About Summit Wealth Systems

Empowering abundance for wealth managers and their clients
Summit Wealth Systems was founded in 2019.
Summit Wealth Systems is headquartered in San Francisco, United States.
Summit Wealth Systems operates in the following industries: Wealth Management.
Summit Wealth Systems has approximately 16 employees.
Summit Wealth Systems has completed 2 funding rounds, raising a total of $20.00M. The latest funding stage is Series A.
Top alternatives and competitors to Summit Wealth Systems include Ashland Credit Union, MADCash, Lidh, The New Savvy, Citygate Global. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Summit Wealth Systems and Ashland Credit Union 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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