Simple.
SumIt

SumIt

Powerfully simple family office accounting.

United States of America
Founded 2022
Technology Providers

SumIt provides easy-to-use family office technology where accountants can see all their entities in one place and effortlessly create consolidated reports.

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About SumIt

SumIt offers simple, sophisticated family office software for complex family office accounting. Family office accountants are either underwhelmed or overwhelmed by their software. QuickBooks is too simple, while other solutions can seem too complex with unnecessary features.

SumIt offers an easy-to-use interface where family offices can see all their entities in one place, effortlessly book journal entries, and create consolidated reports in just a few clicks. We integrate with key family office software to ensure your workflows don’t get disrupted. We are here for the accountants to save them time, grow their confidence in the data, and maximise their impact.

More Details

AttributeDetails
CategoriesAccounting, Consolidated Reporting
Target SegmentsMulti-family office, Single-family office

At a Glance

Deployment

Cloud (SaaS)

Security

SOC 2 Type II certified

Data Hosting

Microsoft Azure (region unspecified)

Custodian Feeds

Not custodian-native; integrates with Addepar, BILL, and others

Asset Classes

All asset classes

AI Capabilities

Not publicly disclosed

Contact

Visit Website

Featured in

Family Office Software & Technology Report 2025

Locations

United States of America

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