Summit Wealth

Summit is a California-based cloud platform that offers solutions such as wealth management and financial planning for individuals and businesses.

Business Model: B2B

Revenue: $3.1M

Employees: 11-50

Rankings

Detailed Summit Wealth Information

Geographic Data

Summit Wealth headquarters map

Address: -

City: San Francisco

State: CA

Zip: 94129

Country: US

Financial Info

Stage:

series a

Raised Last:

$20M

Raised Total:

$20M

Metrics

9,489,466Website Global Rank

147Website Monthly Traffic

Twitter Followers

Description

Summit is a California-based cloud platform that offers solutions such as wealth management and financial planning for individuals and businesses.

Contact Phone:

Contact Email:

Announced Date Company Transaction Money Raised
Announced Date Transaction Number of Investors Money Raised Lead Investors
8/2019 Seed Round 1 - Nyca Partners
Nyca Partners
3/2022 Series A 3 $20M Arena Holdings
Filbert Holdings
Jackson Square Ventures
Arena Holdings
Filbert Holdings
Jackson Square Ventures
8/2019 Seed Round 1 - Nyca Partners
Nyca Partners
Announced Date Name Price

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