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SumIt
Wealthworks+
Provider Type
Technology Providers
Technology Providers
Tagline
Powerfully simple family office accounting.
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Founded
2022
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Location
United States of America
United Kingdom
Verified
Verified
Not verified
Categories
AccountingConsolidated Reporting
Consolidated ReportingCRMPortfolio Management
Services
Wealth Management
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Target Segments
Multi-family officeSingle-family office
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
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—
Client Types
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Provider Type
Technology ProvidersTagline
Powerfully simple family office accounting.Founded
2022Location
United States of AmericaVerified
VerifiedCategories
AccountingConsolidated Reporting
Services
Wealth Management
Target Segments
Multi-family officeSingle-family office
Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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