About Summitas.

Summitas was founded in 2007 by entrepreneurs with extensive experience in serving ultra-high net worth clients and developing mission-critical software. Their vision was to leverage technology to provide an exclusive set of services for the wealth industry’s 21st century needs. Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, distributed computing, and cybersecurity.

Howard Milstein (New York Private Bank & Trust, Nicklaus Companies, Golf Magazine) cofounded Summitas with Stephen Martiros (CCC Alliance, Martiros Strategies) and Dan Gregerson (Intelligent Technologies, PeerLogic). Dan is Chairman and CEO. Bill Wyman (BNY Mellon, Rockefeller, Deutsche Bank, J.P. Morgan) joined in 2010 and is President, Family Office Services.

Today, Summitas is an award-winning platform for client-facing businesses that exchange confidential information, store sensitive documents, and share ideas — securely and privately — all from one place.