March 30, 2022 | Blog

RIABiz: “Reed Colley exits beta swinging with a $20-million raise and $20 billion of client AUA based on a plan to give RIAs their own operating systems”

Summit Wealth System officially launches and announces capital raise

Featured Contributor:
    Anthony Sperling Co-Founder + COO
    Reed Colley Co-Founder + CEO

In this RIABiz feature, author Brooke Southall explores the impetus behind the origin of Summit Wealth Systems, taking a look at the background and expertise of co-founders Reed Colley and Anthony Sperling, as well as their cutting-edge vision for the new platform.

 

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