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Summit Wealth Systems

28 employees

Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance.

Basic info

Industry

software development

Date founded

2019

Funding rounds raised

Total raised

$20M

from 3 investors over 3 rounds

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Summit Wealth Systems raised $20M on March 31, 2022

Investors: Jackson Square Ventures and Arena Holdings

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Summit Wealth Systems raised undisclosed on August 15, 2019

Investors: Nyca Partners

FAQ