Summitas
Technology, Information and Internet, Software Development · 11 Employees
Phone Number: 8777521717
Email Address: support@summitas.com
- Overview
- Employees
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About
Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, integration of financial information, and the ability to manage projects and tasks to streamline workflows, a branded Summitas portal provides measurable value to family offices, wealth advisors, and other client-facing businesses.
Website
Year Founded
2007
Social Media
Linkedin
Industry
Technology, Information and Internet, Software Development
HQ Location
New York, US
Keywords
Family OfficesFinancial AdvisorsAccounting FirmsLaw FirmsBoard RoomsWealth ManagementClient PortalDigital Vault
Location
2
- New York, US
Email Formats
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FormatExamples
first + last
andywarhol@summitas.com
first_initial + last
awarhol@summitas.com
first + last_initial
andyw@summitas.com
first
andy@summitas.com
last
warhol@summitas.com
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