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§ Private Profile · San Francisco, CA, USA
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 across 1 funding round. Most recently, it raised $20.0M Series A in April 2022.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Apr 1, 2022 | $20M Series A | ELI Weinberg, Arena Holdings, Filbert Holdings | Jackson Square Ventures | Announced |
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.