When was Summitwealth founded?

Summitwealth was founded in 2019.

Where is Summitwealth located?

Summitwealth is headquartered in San Francisco, United States.

Who is the current CEO of Summitwealth?

Reed Colley of Summitwealth. They have also founded 1 company.

How many employees does Summitwealth have?

As of Mar 01, 2026, the latest employee count at Summitwealth is 10 - 49.

Where does Summitwealth rank among its competitors?

Summitwealth ranks 480th amongst 870 active competitors, of which 109 are funded. It stands 11th in terms of total funding among its competitors. The most recent competitor to raise funding was FNZ, which secured $450M in Sep, 2026.

Who are the top competitors of Summitwealth?

Summitwealth's top competitors include Avaloq, Addepar and KFin Technologies. Among them, FNZ secured the most recent funding round in September, 2026.

Summitwealth - 2026 Company Profile, Team, Funding & Competitors

Summitwealth is an acquired company based in San Francisco (United States), founded in 2019 by Reed Colley and Anthony Sperling. It operates as a Provider of a wealth management platform for modern RIAs. The company has 870 active competitors, including 109 funded and 109 that have exited. Its top competitors include companies like Avaloq, Addepar and KFin Technologies.

Company Details

Provider of a wealth management platform for modern RIAs. It offers portfolio management, deep customization capabilities, and unified data management on a single platform. The platform is designed to streamline workflows, improve efficiency, and enhance the client experience through intuitive financial planning tools and a comprehensive wealth inventory. The system integrates market, financial, relationship, and third-party information, eliminating data silos and improving advisor productivity. The focus is on providing tools and processes that are easy to use and improve business operations.

Website: summitwealth.io
Email ID: *****@summitwealth.io

Key Metrics

Founded Year

2019

Location

San Francisco, United States

Stage

Acquired

Investors

Jackson Square Ventures & 1 more

Ranked

480^th among 870 active competitors

Employee Count

10 - 49 as on Mar 01, 2026

Similar Companies

Avaloq & 931 more

Exit Details

Acquired by Orion (Dec 19, 2024)

View Summitwealth's full profile

Summitwealth got acquired by Orion on Dec 19, 2024.

Click here to take a look at Summitwealth's acquisition in detail

Summitwealth is a funded company. Summitwealth has 2 institutional investors.

View details of Summitwealth's funding rounds and investors

The founders of Summitwealth are Reed Colley and Anthony Sperling. Reed Colley is the CEO of Summitwealth.

Here are the details of Summitwealth's key team members:

Reed Colley: CEO, Co Founder of Summitwealth and founder of 1 other company.
Anthony Sperling: Co-Founder of Summitwealth.
Contact Info: 1 email address

View details of Summitwealth's Founder profiles and Board Members

Summitwealth's employee count trend

Summitwealth has 10 - 49 employees as of Mar 26. Here is Summitwealth's employee count trend over the years:

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Top competitors of Summitwealth include Avaloq, Addepar and KFin Technologies. Here is the list of Top 10 competitors of Summitwealth, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	BlackRock, Warburg Pincus & 4 others	76/100
2nd	Addepar 2009, New York City (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 60 others	76/100
3rd	KFin Technologies 2017, Hyderabad (India), Public	Provider of software solutions for transaction management, compliance, and data analytics	$42.1M	Kotak Mahindra Bank, Compar Estates and Agencies ... & 11 others	76/100
4th	Broadridge 2007, United States, Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 4 others	73/100
5th	Altruist 2018, Culver City (United States), Acquired	Portfolio management software for financial advisors	$602M	Venrock, Insight Partners & 17 others	72/100
6th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	UBS, Capitala Group	71/100
7th	Centricity 2022, Gurugram (India), Series A	Digital private wealth management platform for individuals	$51M	Burman Family, SMBC Asia Rising Fund & 40 others	70/100
8th	FNZ 2003, London (United Kingdom), Acquired	Provider of wealth management platforms for financial institutions and advisors	$3.97B	General Atlantic, Temasek & 14 others	66/100
9th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	65/100
10th	Bravura Solutions 2004, Edinburgh (United Kingdom), Acquired	Software solutions for life insurance and wealth management	$28.4M	Ironbridge, Herald Investment Management	64/100
480th	Summitwealth 2019, San Francisco (United States), Acquired	Provider of a wealth management platform for modern RIAs	-	Jackson Square Ventures, Nyca Partners	21/100