FinTechFunding

Summit Wealth Systems: Raises $20M in Series A Funding

Summit Wealth Systems Raises $20M in Series A Funding

  • Summit Wealth Systems, a San Francisco, CA-based cloud software company focused on wealth managers and their clients, raised $20M in Series A funding
  • The round was led by Arena Holdings and Filbert Holdings with participation from Jackson Square Ventures
  • The company intends to use the funds to grow its development and service teams, as well as to expand sales and marketing resources
  • Summit WealthSystems provides a cloud and mobile software platform for wealth managers to manage and improve their relationship with clients
  • The company leverages cloud-native technologies to enable advisors to design their own personalized, modern, mobile, and desktop applications by creating each firm’s own private tech stack
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Steve Sam
Steve Sam
Steve Sam is a financial reporter, analyst, and commentator with a strong focus on banking technology, digital payments, and the future of financial services.

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