Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
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Summitas, LLC Questions
The Summitas, LLC annual revenue was $4 million in 2026.
Bill Wyman is the President - Family Office Services of Summitas, LLC.
5 people are employed at Summitas, LLC.
Summitas, LLC is based in New York, New York.
The NAICS codes for Summitas, LLC are [541512, 5415, 54, 541, 54151].
The SIC codes for Summitas, LLC are [73, 737].
Top Summitas, LLC Employees
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Bill Wyman
President - Family Office Services at Summitas, LLC
New York, NY, US22 -
Cory Evans
Vice President, Customer Success at Summitas, LLC
Charlotte, NC, US14 -
Peter Rose
Chief Technical Officer at Summitas, LLC
Charlotte, NC, US25 -
24
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Leigh Smoak
Customer Success Manager at Summitas, LLC
Charlotte, NC, US24
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