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Archway vs Summitas
You are looking for alternatives to Archway. Here you can compare the best Client Portal and other family office technologies based on our annual benchmark and comparison surveys. This page provides a side-by-side comparison of Archway and Summitas.
Archway
Summitas
Provider Type
Technology Providers
Technology Providers
Tagline
The most important financial tools for managing complex wealth in a single place.
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Founded
2002
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Location
Indianapolis, Indiana
United States of America
Verified
Verified
Not verified
Categories
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Client PortalEngagement PlatformTechnology provider
Services
Consolidated ReportingPortfolio ManagementWealth Management
CommunicationManagement
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
Independent financial or investment advisorMulti-family officeSingle-family office
Regions Served
North America
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Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
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Provider Type
Technology ProvidersTagline
The most important financial tools for managing complex wealth in a single place.Founded
2002Location
Indianapolis, IndianaVerified
VerifiedCategories
—Services
Consolidated ReportingPortfolio ManagementWealth Management
Target Segments
Single-family officeMulti-family officeHigh Net WorthUltra High Net WorthPrivate Investment OfficeFamily Foundation
Regions Served
North America
Client Types
Private Investment OfficeFamily FoundationUHNW IndividualsInstitutionalSFOMFO
Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United States of AmericaVerified
Not verifiedCategories
Client PortalEngagement PlatformTechnology provider
Services
CommunicationManagement
Target Segments
Independent financial or investment advisorMulti-family officeSingle-family office
Regions Served
—Client Types
—Website
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