Fifteen years ago, the rise of professional and state-sponsored cybercrime and the chaotic state of information management needed for online services was largely unaddressed within Family Office and Wealth Management circles. The growing number of software products interacting with families and clients revealed inconsistent security, privacy, and data integrity protections across vendors.

Recognizing individuals' significant risks in these markets, Summitas created a vendor-neutral solution focused on safeguarding people and the sensitive information they generate, share, and must keep secure.

The vision was to introduce a new engagement platform that seamlessly integrates with diverse back-end systems and websites—including application-specific portals like portfolio management, document management, accounting, and CRM—to organize and protect client-facing information under a single, consistent online service.

Summitas Platform offers a scalable, secure, and fault-tolerant environment for the branded portals and solution-specific apps it hosts. Unlike other platforms that focus solely on finance, Summitas aggregates structured (e.g., financial statements, transaction records, client information) and unstructured (e.g., documents and reports, multimedia, correspondence) information from multiple sources, providing a comprehensive view of all data relevant to the well-being of families and clients. At its core, Summitas ensures consistent security, privacy, and data integrity across all apps and data.

Our platform architecture, algorithms, and infrastructure have undergone rigorous technical due diligence by leading data security firms and Fortune 100 companies. We uphold stringent internal policies and controls that consistently comply with SOC 2, Type II auditors.

Each portal created reflects and enhances our customers' brands or family philosophies, offering a tailored, branded experience that amplifies their identity.