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Summitas Wins Private Asset Management's 2023 "Best Firmwide Security Solution" Award

February 14, 2023

/PRNewswire/ -- Summitas, an innovative platform for secure, online client portals for family ofﬁces, wealth advisors, and other client-facing businesses, has...

Prnewswire Summitas Dan Gregerson Firmwide Security Asset Management Summitas Executive Digital Vault

Source: prnewswire.com

Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award

April 5, 2022

Innovative client portals provide a single point of access for secure collaboration. NEW YORK, April 5, 2022 /PRNewswire/ -- Summitas, an innovati...

New York United States Dan Gregerson Technology Platform For Family Offices Technology Platform Private Asset Management

Source: businessinsider.com

Summitas Wins WealthTech Americas 2022 "Innovator of the Year" Award

April 5, 2022

/PRNewswire/ -- Summitas delivers secure, online engagement platforms for family ofﬁces, wealth advisors, and other client-facing businesses. Summitas...

New York United States Dan Gregerson Wealthtech Americas Awards Summitas Executive Silicon Valley

Source: prnewswire.com

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Summitas Executive News Today

Summitas Wins Private Asset Management's 2023 "Best Firmwide Security Solution" Award

Summitas Wins Private Asset Management's 2022 "Best Technology Platform for Family Offices" Award

Summitas Wins WealthTech Americas 2022 "Innovator of the Year" Award

Explore More Categories