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Auria vs Summitas
You are looking for alternatives to Auria. 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 Auria and Summitas.
Auria
Summitas
Provider Type
Technology Providers
Technology Providers
Tagline
Simplify the complexities of wealth with a unified solution
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Founded
2012
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Location
United States of America
United States of America
Verified
Verified
Not verified
Categories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Client PortalEngagement PlatformTechnology provider
Services
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CommunicationManagement
Target Segments
Fund managerMulti-family officeSingle-family office
Independent financial or investment advisorMulti-family officeSingle-family office
Regions Served
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Client Types
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Provider Type
Technology ProvidersTagline
Simplify the complexities of wealth with a unified solutionFounded
2012Location
United States of AmericaVerified
VerifiedCategories
Client PortalConsolidated ReportingCRMData AggregationPerformance ReportingPortfolio ManagementTrading
Services
—Target Segments
Fund managerMulti-family officeSingle-family office
Regions Served
—Client Types
—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
—Looking at other providers?
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