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Summit Wealth Systems develops wealth management software for financial advisers and their clients.
Founded in 2019 by Reed Colley and Anthony Sperling, Summit Wealth Systems is based in San Francisco. Its WealthOS platform lets registered investment advisers build personalized applications and integrate portfolio management, reporting, and other financial tools. In March 2022, the company raised USD 20 million in Series A funding co-led by Arena Holdings and Filbert Holdings, with Jackson Square Ventures participating.
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