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.

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SumIt was born out of our founder’s personal frustration with setting up and running his family real estate office. We believe that such a process should be simple with limited to no manual work.
Alexandre Lin


Get an overview of what SumIt does.

Main Tasks

  • Accounting
  • Consolidated Reporting

Top features

  • Accounts Payable
  • Bank Reconciliation
  • Brokerage Reconciliation
  • Entity Mapping
  • Entity Management
  • Document Storage
  • Family Office Cash Flow Statement

Assets supported

  • Cash & equivalents
  • Alternatives
  • Equities
  • Fixed income
  • Private Equity
  • Real Estate
  • Residential
  • Venture Capita;


  • No

Type Of Software

  • SAAS


  • Plaid
  • Finicity
  • (pending)
  • Addepar (pending)

Mobile App

  • No

Type of data

  • Transaction Level


We partner with both Plaid and Finicity (Mastercard) to offer the most accurate data for our bank and brokerage feeds.


  • N/A

Time to new custodian

  • N/A


  • Other


We charge based on the number of entities, the modules you want to use, and the number of users.


  • No


  • Yes


  • KPMG

Cost structure

  • Other

Key Company Information

Have a look at the company, clients, and references to learn whether this is a match for you.


  • 0-10


  • 2022


  • New York City

Total AUM

  • $10 billion


  • Owned by management
  • Clients are also owners


  • Single Family Office
  • Multi Family Office
  • Accounting Firms

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Support & Services

Learn what support and services you can expect

Support options

In person on site support
Dedicated contact
General contact mail or phone

Pricing of support

Based on SLA
Free support
On use basis


6 weeks

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