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eBook: “Getting WealthTech Right”
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Podcast: “Creating a Modern Wealth Management Platform with Reed Colley”
Reed Colley joins WealthTech on Deck host Jack Sharry to explore the catalyst behind developing Summit Wealth Systems, which aims to provide a comprehensive platform for advisors to unlock the full potential of their practice. They discuss how the platform focuses on unifying...
Summit Wealth Systems Recognized for Innovation in the 2023 Wealthmanagement.com “Wealthies” Industry Awards
Wealth Journey relationship tool wins in the highly competitive Innovation – New Applications category for highlighting the human elements in the advisor-client relationship
Webinar: From Personalization to Humanization
Brian Portnoy, founder of Shaping Wealth, joins Reed Colley and moderator Tim Welsh for an important conversation about the critical role of behavioral finance to the success of today’s financial advisors, as well as how advisors can transform personalization into humanization...
Video: Reed Colley Interview with Shannon Rosic at WealthStack ‘23
In this interview with Shannon Rosic, Summit co-founder Reed Colley discusses how the WealthTech space has evolved and grown in service of advisors and their clients.
Summit Accelerates Business Momentum After Successful Launch
Fresh off $20mm Series A, Summit launches new "Wealth Journey" relationship overview capability, doubles staff, opens new office and garners industry recognition as a "Technology Disruptor"
WealthManagement.com: “Reed Colley on the Importance of Providing Advisors with the Right Tools”
In this interview with Wealthmanagement.com, Reed Colley explores the challenges advisors face trying to keep up with evolving technology best practices. He explains how his system of customized reporting can help advisors focus on helping clients develop plans that look at...
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”
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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