Family offices, managing $2.5 trillion in US assets, aren't just about numbers—they're custodians of iconic family legacies. With the challenges that come with managing diversified assets and legal obligations, providing transparent financial reports becomes difficult. That's where SumIt comes in. We are a dynamic team dedicated to developing a tailored platform specifically designed for family offices, starting with accounting and financial reporting. Our mission is to provide clear, reliable financial oversight for family offices by replacing cumbersome spreadsheets and manual tasks with an intuitive platform that automates financial consolidation.
| Website | https://getsumit.com |
| Revenue | $24.9 million |
| Employees | 30 (15 on RocketReach) |
| Founded | 2022 |
| Industry | Financial Services |
| Keywords | Family Office, Wealth Management, Asset Management, Financial Reporting, Investment Management, High Net Worth, Portfolio Management, Wealth Preservation, Legacy Planning, Investment Advisory, Multi Family Office, Estate Planning, Risk Management, Financial Planning, Financial Services, Trust Services, Legal Compliance, Financial Advisory, Tax Planning |
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SumIt Questions
The SumIt annual revenue was $24.9 million in 2026.
Fernando Ramirez is the Co-Founder and CTO of SumIt.
15 people are employed at SumIt.
Top SumIt Employees
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Fernando Ramirez
Co-Founder and CTO at SumIt
New York, United States5+5+ -
Alexandre Lin
Co-Founder and CEO at SumIt
New York, United States41 -
Pablo Federico
Head of Sales at SumIt
California, United States13 -
Kathy Kang
Founding Product Manager at SumIt
San Francisco, CA, US12 -
Jared Baumer
Founding Customer Success Manager at SumIt
Los Angeles, CA, US51 -
Alex Tironati
Founding Software Engineer at SumIt
New York, United States24 -
Casey Driscoll
Senior Software Engineer at SumIt
New York, United States23 -
Billy H.
Senior Product Engineer at SumIt
Vancouver, WA, US
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