The Award-winning Summitas Platform® brings a new level of engagement between families, family offices, and wealth advisors to organise, protect, and share everything digital.

Created by Silicon Valley veterans, Summitas Platform® provides a scalable, secure, and fault-tolerant environment for branded portals that host solution-specific apps.

We work with you to make sure your portal meets the objectives of your firm and clients.

Have a question regarding Summitas?

Contact Summitas directly, or opt for discretion with our private exploration option and take advantage of a free 20-minute consultation with the Simple team to thoroughly explore your service requirements.


Contact the Summitas team directly for assistance or to arrange a conversation by entering your details below.

Few more questions...


How it works:

Our team at Simple confidentially handles your personal details to facilitate an anonymous evaluation on your behalf. Submit your information below for a discreet exploration of potential fit by Simple’s team.

Few more questions...

What sets Summitas apart?

"Modern computing poses unique risks for people of wealth. Their financial data, calendars, contacts, agreements, communication, and whereabouts are prized by sophisticated cybercriminals. Everything of relevance, whether from the firm or its clients, should be organized, protected, and shared — all from one place.""
Joelle Forster


Get an overview of what this software does.

Main tasks

Summitas gathers statements, summary portfolio information, legal documents, customer relationship data, contacts, events, and other forms of structured and unstructured data that clients and operations managers need to function effectively. Summitas provides many ways of communicating and collaborating in private groups, including video conferencing from within a private, secure, branded portal.

Top features

  • Digital vault with three encryption options, viewing, and editing vault files, vault-based e-signature using DocuSign with revision controls.
  • Secure sharing of vault files.
  • Fine-grained permissions, including visibility, multifactor authentication, and user roles.
  • Private messaging and secure email, personal and group contacts, and calendars.
  • Collaboration and group communication.

Assets supported

Customer determined.


  • GDPR
  • SOC 2 Type 2

White label


Type of software



We will accelerate our roadmap and consider customer-specified apps if they have broad market appeal. In those cases, we typically do not charge the entire development costs and always retain intellectual property.

Mobile app

Yes ( iOS – iPhones, iPads, and Apple Mx silicon computers)

Cost structure

User-based pricing accommodates infrequent users, small average account sizes, and on boarding ramps.

Average cost p.a.

The first user is about $30 per month, billed annually.

Key Company Info

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






  • Owned by management
  • Key staff also have ownership
  • External investors


United States of America


  • New York City
  • Charlotte

Top markets

  • United Kingdom
  • Germany
  • Canada
  • Mexico
  • United States of America


  • Independent Financial Advisors/Registered Investment Advisors

Serves also

  • Single family offices
  • Multi-family offices
  • Accountancy and law firms


Request References

What Summita's clients say

"The personal care and attention to service? There is nothing more we could have asked for!"
President, Family Office

Support & Services

Learn what support and services you can expect

Support options

General contact mail or phone
Dedicated contact
White glove support includes active reach outs to measure success, unlimited training, recommendations, and technical support.

Pricing of support

Included in the annual subscription


4-6 weeks for setup and training


Summitas Platform employs table-driven abstraction methods to support a high degree of customisation without code change or multiple instances of a single app.

Bespoke development

We employ rapid development methodologies that include weekly staging, staging, quality assurance, user experience testing, and production builds.

Added services

The annual subscription includes White glove support.

Summitas Reviews

Sign in to read or leave reviews for Summitas

Gain insight from real user feedback to guide your decisions or share your experiences and help shape the future of Summitas.

Wondering how Summitas compares to other companies?

We also reviewed some other Portfolio Management Providers



Portfolio Management




Portfolio Management

United States of America

Wealth Management Software

Wealth Spectrum

Portfolio Management


Backstop Solutions

Backstop Solutions

Portfolio Management

United States of America


FAQs about Summitas

What is Summitas?
Summitas is a portfolio management solution.
What does Summitas do?
The award-winning Summitas platform offers a secure environment for the exchange of confidential and sensitive information, documents, and ideas.
How much does Summitas cost?
Summitas follows a user-based pricing model. The first user is charged at about $30/month, billed annually.
Simple solutions for complex times.