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.

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FAQs about Summitas

What is Summitas?
Summitas is a family office client portal.
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.