Summit Wealth Systems
San Francisco, California, United States
How Summit Wealth Systems hit $2.2M revenue with a 29 person team in 2023.
A wealth management platform for a new decade, designed to cater to the evolving financial needs and preferences of modern investors. It leverages cutting-edge technology, including artificial intelligence and machine learning, to offer personalized investment advice, portfolio management, and financial planning services. With a user-friendly interface, it provides easy access to a wide range of investment options ranging from traditional stocks and bonds to alternative investments and sustainable ESG-focused portfolios. The platform ensures robust security measures to protect personal and financial data, while also offering educational resources to empower users to make informed decisions. Ideal for both novice and experienced investors, it aims to democratize wealth management by offering scalable solutions that can adapt to various financial goals and risk tolerances, thereby making sophisticated financial strategies accessible to all.
2019
Founded
$2.2M
2023 Revenue
-----
YOY
$0
Funding
Summit Wealth Systems Revenue
In 2023, Summit Wealth Systems revenue run rate hit $2.2M in revenue.
-
2023
Summit Wealth Systems hit $2.2M in revenue in 2023
-
2019
Summit Wealth Systems launched in 2019 with $0 revenue
Summit Wealth Systems Funding History
No funding has been reported for Summit Wealth Systems yet.
Team
Summit Wealth Systems has 29 total employees.
| DISTRIBUTION | QTY |
|---|---|
| Total team size | 29 |
Founder / CEO
Reed Colley
Q&A
-
What's your age?
-
-
Favorite online tool?
-
-
Favorite book?
-
-
Favorite CEO?
-
-
Advice for 20 year old self
-
Customers
Churn
Summit Wealth Systems Executives
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Reed Colley | CEO | - | - |
Summit Wealth Systems Employees
| Name | Position | Working Email | Personal Email |
|---|---|---|---|
| Reed Colley | CEO | - | - |
Frequently Asked Questions about Summit Wealth Systems
-
When was Summit Wealth Systems founded?
Summit Wealth Systems was founded in 2019.
-
How much revenue does Summit Wealth Systems generate?
Summit Wealth Systems generates $2.2M in revenue.
-
Who is the CEO of Summit Wealth Systems
The CEO of Summit Wealth Systems is Reed Colley.
-
How much funding does Summit Wealth Systems have?
Summit Wealth Systems raised $0.
-
How many employees does Summit Wealth Systems have?
Summit Wealth Systems has 29 employees.
-
Where is Summit Wealth Systems headquarters?
Summit Wealth Systems is headquartered at San Francisco, California, United States
People Also Viewed
Metrolink.ai
Metrolink is a unified data operations platform
ENACT SYSTEMS INC
Software Platform for Solar and Storage, Software Platform for Solar & Storage
Fenestrae
Provider of an optimized platform designed to improve business agility and reduce operating costs. The company's optimized platform helps in sending and receiving fax and messages from any business application or multi functional printer, enabling businesses to convert business documents into smart digital files for easy exchange inside and outside.
Pinpo
Developer of an online platform designed to match tenants and real estate agents. The company's matching application saves automatically all contacts received by email, provides ads, no manual entry is required and engages all contacts within 5 minutes of request, enabling tenants and real estate agents to meet with each other easily and conveniently.
WeLoveNoCode
Hire top no-code and low-code talent to build your MVP.
WurkNow
Next-Generation Staffing & Workforce Management Platform.