RIABiz: “Reed Colley reports $20-billion AUA RIA win — a legacy Envestnet-Tamarac shop — as proof point Summit Wealth software is ascendant”

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 wealth management industry by providing RIAs with innovative technology that enhances client-advisor relationships and streamlines operations. The article also explores Summit’s Wealth Journey module, which integrates financial planning, portfolio management, and client collaboration tools, promising a more personalized and humanized wealth experience.