Summitas vs Way2B1

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Client Portal

Headquartered in New York, 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 industry-leading security and privacy. Technology strategy is simplified when IT and operations managers have the freedom to decouple back-end systems and third-party software from the digital client experience.

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Incorporated in USA, Way2B1 is a collaborative platform that helps families and their extended network of trusted people manage all aspects of life. The platform maintains a detailed log of all family projects, decisions, and activities — safeguarding their history and providing a seamless way to transition responsibilities to future generations.

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  • 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

Total AUM

Avg. AUM per client

  • 11-50

  • 2015

  • Owned by management
  • Key staff also have ownership
  • Clients are also owners

  • United States of America

  • San Francisco
  • California
  • Chicago
  • Illinois
  • Zürich
  • Switzerland

  • States of America
  • Switzerland
  • Singapore
  • Germany
  • Canada




  • Independent Financial Advisors/Registered Investment Advisors

Serves also

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


  • Single-family offices

  • Individual wealth owners
  • Banks


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


  • Governance
  • Accounting
  • Impact/ESG reporting
  • Family office operations

  • Collaboration with anyone  across the globe
  • Secure, single point of access to important information across family operations
  • Keep a variety of information current, organized and accessible from anywhere
  • Submission of documents in a secure manner & and automatic backups
  • Control of expenditures, investments, philanthropic goals and more.
  • Consolidation communication, documentation, and due diligence
  • Highly customizable approval processes that adapt to workflows
  • Management of repairs and projects
  • Scheduling of preventative maintenance ahead of time
  • Checklists

  • Rare collectibles (e.g. luxury cars, boats, high-value jewelry)
  • Real estate
  • Private equity

  • GDPR
  • SOC 2
  • Type 2

  • No

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)

  • SaaS

  • SOC 2
  • Type 2
  • Certified
  • Client data ownership
  • Multifactor authentication
  • End-to-end encryption
  • Single tenant virtual private cloud
  • Regular 3rd party security audits
  • Segmented network infrastructure
  • Annual employee security training

  • Linux

  • Quick Books Online
  • Google Drive
  • Google Suite

  • Yes