Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas — all from one place.

Summitas Platform® gathers information from clients, administrators, advisors, portfolio managers, risk analyzers, CRMs, file systems, and anywhere else to provide a single point of presence for all things digital. Client engagement and retention improve when everything is in one place, and users are confident they are protected by unsurpassed security and privacy. IT and operations managers benefit from increased freedom to decouple back-end systems and third-party software from the client experience.


Contact Summitas

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Few more questions...

How soon would you ideally like a solution in place?

What type of family office are you?

What is your total AUM?

Where are you based?

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. Guarding thi"
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)

Custody Offering


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.


Rigorous testing, cryptographic algorithms including end-to-end encryption, and digital fingerprint on input and output ensure data integrity.


Customer determined.

Time to new custodian

Engineering time is less than a week on Summitas side.



Portfolio Management


United States of America

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summitas joelle forster

Joelle Forster

Key Company Info

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






United States of America


  • New York City
  • Charlotte

Top markets

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


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


Independent Financial Advisors/Registered Investment Advisors

Secondary focus

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

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.

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