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SumIt
WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
Powerfully simple family office accounting.
The all-in-one Wealth & Asset management IT platform
Founded
2022
2010
Location
United States of America
Luxembourg
Verified
Verified
Verified
Categories
AccountingConsolidated Reporting
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
Wealth Management
—
Target Segments
Multi-family officeSingle-family office
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—
—
Client Types
—
—
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
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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