COMPANY PROFILE

Summit Wealth Systems

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Advanced wealth management platform uniting market, financial, and relationship data for modern advisors

San Francisco, United StatesFounded 2019Fintech

Valuation $100–250M Last recorded · 2022

Revenue $1–10M Latest reported FY

Headcount <100 Current team size

Total funding $10–50M Disclosed equity funding

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About Summit Wealth Systems

Summit Wealth operates in the wealth management sector, providing a comprehensive platform designed to streamline and enhance the workflows of financial advisors. The platform integrates market, financial, relationship, and third-party data into a single, user-friendly interface, allowing advisors to manage their clients' wealth more effectively. Summit Wealth serves financial advisors, founders, and operations teams by automating processes, eliminating inefficiencies, and offering real-time, enriched market data. The business model is subscription-based, generating revenue through monthly or annual fees paid by its clients. The platform is highly configurable, tailored to fit the unique needs and systems of each user, ensuring a personalized experience that maximizes efficiency and transparency. By delivering on the promises of technology, Summit Wealth helps advisors grow their businesses and provide superior service to their clients.

MoreLess Source: Dealroom company data

At a glance

Status: Acquired
Founded: 2019
Headquarters: San Francisco, United States
Employees: 7
Open positions: None listed
Dealroom signal: 58.3/100
Industry: Fintech
Sub-industry: Financial Management Solutions
Sector: Fintech
Business model: SaaS
Client focus: b2c
Links: Website

Knowledge graph

Founder mafia, market maps, research and news connected to this company by Dealroom

Funding history

3 recorded events

Company financing events and reported valuations.

Deal type	Date	Amount	Valuation	Investors	Source
ACQUISITION✓Exit	Dec 2024	$0	—	Undisclosed	↗
SERIES A✓Equity / VC	Apr 2022	$20M	$80M	Arena Holdings · Filbert Holdings	↗

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Financials

Revenue over time

Revenue, earnings and other financial measures where available. Years marked “E” are estimates.

Year	Revenue	Growth
2026
2025
2024
2023
2022		—

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Growth signals

Summit Wealth Systems website traffic

Latest recorded traffic for Summit Wealth Systems is 840 monthly website visits, down 1.2% over the last three months. Summit Wealth Systems's team grew 0% over the past year.

Latest monthly visits840 3-month web change-1.2% 1-year team growth0%

Monthly website visitsOct 2022–Jul 2026

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