Summit Wealth Systems
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Summit Wealth Systems is a cloud software company that enables wealth managers and their clients with abundance. It provides a cloud-based and mobile software platform for wealth managers to manage and improve their client relationships. By developing each firm's own private tech stack, the company... Read more
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Reed Colley
CEO, Co Founder
Reed Colley
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Anthony Sperling
Co-Founder + COO
Bethany Lorden
Chief of Staff and Culture
Bob Conchiglia, CIPM
Chief Revenue Officer (CRO)
Jason Domizio
Director of Engineering
Kathy Devine
Head of Finance and Accounting
