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”

Fast-growing, $20B+ national RIA rolling out Summit Wealth platform to enhance client and advisor experience and modernize back-office systems

In this article from FA Mag, author Jack Sharry attempts to predict who will become the “Amazon” of financial services. His key consideration? Interoperability. Sharry explores how Summit Wealth aims to dissolve the boundaries of traditional advisor tech tools and let them...

RIABiz highlights Summit Wealth’s recent major deal with Brighton Jones, a $20-billion AUA RIA, a partnership closely following Summit Wealth's successful pilot program and $20 million Series A funding. Author Brooke Southall illustrates how Summit aims to revolutionize the...