Loading organizations...
Loading organizations...
Cloud software platform for wealth management and client relationships.
Summit Wealth Systems has raised $20.0M across 1 funding round.
Summit Wealth Systems has raised $20.0M in total across 1 funding round.
Summit Wealth Systems has raised $20.0M in total across 1 funding round.
Summit Wealth Systems's investors include Eli Weinberg, Arena Holdings, Filbert Holdings, Jackson Square Ventures.
Summit Wealth Systems has raised $20.0M across 1 funding round. Most recently, it raised $20.0M Series A in April 2022.
| Date | Round | Lead Investors | Other Investors |
|---|---|---|---|
| Apr 1, 2022 | $20.0M Series A | Eli Weinberg, Arena Holdings, Filbert Holdings | Jackson Square Ventures |