Beaird Harris
TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU
77 employees · est. 1988 · Dallas, United States
Summa Financial Technology
Our mission is to deliver transformational technology for the modern investment management firm.
18 employees · est. 2017 · New York, United States
Beaird Harris is the older company (1988 vs 2017); Beaird Harris is the larger of the two.
Side-by-Side Comparison
| Metric | Beaird Harris | Summa Financial Technology |
|---|---|---|
| Founded | ||
| Founded | 1988 older | 2017 |
| Headquarters | ||
| Headquarters | Dallas, United States | New York, United States |
| Employees | ||
| Employees | 77 larger | 18 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Information Technology |
| Funding Stage | ||
| Funding Stage | Private Equity | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | Certified Public Accounting, Wealth Management, Tax Planning, Investment Management, Financial Planning, Estate Planning, Business Consulting, Retirement Plan Services, Asset Protection, Family Office, Healthcare Professionals, Financial Statement Compilation, Payroll Tax Reporting, SEC Registered Investment Advisor | Financial Technology, Investment Management, Digital Solutions, Reporting, Audit, API, Front Office, Middle Office, Back Office |
| Website | ||
| Website | bh-co.com | summaft.com |
About Beaird Harris
Beaird Harris is a Certified Public Accounting and fee-only Wealth Management Firm founded in 1988 and headquartered in the United States. The company's slogan "TAX AND WEALTH MANAGEMENT CENTERED AROUND YOU" reflects its dedication to assisting financially established individuals, families, business...
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 t...
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Compiled from the BounceWatch company index. We last looked at Beaird Harris on 12 Sep 2024, and Summa Financial Technology on 14 Sep 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.