Summitas
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 nancial information, and the ability to manage projects and tasks to streamline workows, a branded Summitas portal provides measurable value to family ofces, wealth advisors, and other client-facing businesses.
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Verified contacts
4
available on Kipplo
LinkedIn employees
8
11 to 50 range
Open roles
—
no listings
Distinct roles
4
indexed titles
Tech stack
1
tools in use
Monthly traffic
27
organic / mo
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Decision-makers and verified team members
4 contacts with verified email or phone · masked until revealed.
- BW
Bill Wyman
President - Family Office Services · Other
EmailPhone - DG
Dan Gregerson
Chairman and CEO · Other
EmailPhone - MB
Michael Boylan
Business Outreach Coordinator · Sales & Business Development
EmailPhone - CE
Cory Evans
Vice President, Customer Success · Other
EmailPhone
Showing 4 of 4 verified contacts
Top roles at Summitas
4 distinct titles indexed · top 4 shown.
- 1business outreach coordinator
- 1chairman and ceo
- 1president - family office services
- 1vice president, customer success
Sign up to unlock all 4 contacts at Summitas
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 4 verified contacts at Summitas
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