Stand out in a crowd with us.

Our Team is Your Team.

Book Time with Us

We Believe in Standing Out

From the Crowd.

Standing out from the crowd

We’re a team of technologists and design thinkers, planners and problem solvers—just like you. We’ve spent years working in—and building tools—to advance the industry. We start each day by collaborating with our clients, tapping into future-oriented inspiration and rolling up our sleeves to complete our newest projects.

We believe innovation, communication and simple, elegant solutions should be at the center of every workflow, so advisors can stand at the top of their technology.

Unite Your Tech
We Believe in Standing Out from the Crowd

About Our Leadership

Reed and Anthony are equal parts industry pioneers and experienced fintech veterans.   Leaning into their 40+ years combined experience in fintech and overall passion for innovative use of the latest technology, they had the insight to see that dated technology and design was stifling the modern Advisor. So in 2019, they founded Summit, taking their future-looking mindsets and combined learnings to cut through the legacy tech landscape.

Beneath their technical and strategic approach, are two friends aligned in their values and commitment to doing great things with exceptional people.  Summit’s two charismatic and fun leaders love to turn challenges into opportunities.

Both family men at heart, they wear that lens in how they support the Summit team and how committed they are in each aspect of the business. Reed and Anthony are both personally involved in every firm that partners with Summit and love to co-create with each client.

In this fast-paced world of technology, Reed and Anthony are not just leaders, they are a driving force, propelling us toward a future where innovation unlocks stronger relationships between advisors and clients.

Putting the human-touch on wealth management technology.
 Our Journey

Summit's journey of abundance started when our co-founder and CEO Reed Colley wanted to create a modern, digital and mobile experience for advisors and their clients. He was (and continues to be!) adamant about humanizing wealth management.

Today, advisors are utilizing our portfolio management system in ways we only imagined years ago. It’s a testament to the vision and trust of the advisors who work with us.

Our first solution quickly gained the attention of advisors through its emphasis on advisor-client collaboration and intuitive value alignment. Advisors enjoyed being able to meet clients where they were and industry observers began to take note.
 In fact, our innovation was recognized in both 2022 and 2023 with recognition from Wealthmanagement.com's "Wealthies" Industry Awards.

Before Summit Wealth, advisors had been spending too much time building their tech stack and trying to get disparate systems to integrate. Not cool. We erased artificial borders between data, systems and applications, creating a platform that united advisors’ technology, service and expertise.

Putting the human-touch on wealth management technology.

Our Journey

Summit's journey of abundance started when our co-founder and CEO Reed Colley wanted to create a modern, digital and mobile experience for advisors and their clients. He was (and continues to be!) adamant about humanizing wealth management.

Reed from Summit Wealth

Before Summit Wealth, advisors had been spending too much time building their tech stack and trying to get disparate systems to integrate. Not cool. We erased artificial borders between data, systems and applications, creating a platform that united advisors’ technology, service and expertise.

Our first solution quickly gained the attention of advisors through its emphasis on advisor-client collaboration and intuitive value alignment. Advisors enjoyed being able to meet clients where they were and industry observers began to take note.

In fact, our innovation was recognized in both 2022 and 2023 with recognition from Wealthmanagement.com's "Wealthies" Industry Awards.

Today, advisors are utilizing our portfolio management system in ways we only imagined years ago. It’s a testament to the vision and trust of the advisors who work with us.

Your Advice, Advisor Technology.

Designed From a Client’s Perspective

Know better, build better