• Summitas was founded in 2008 by a leading American family, Silicon Valley software entrepreneurs, and wealth industry veterans. Today, we serve many of the largest and best-known family offices, multi-family offices, RIAs, and law firms in the world.

    With offices in New York City and Charlotte, we’ve won awards in every major category required of portals for client-facing businesses. Our center of gravity is exceptional service and value attendant to the protection of your digital assets, shared content, and client communication.