Summitas Information
Contact top employees from
Summitas
Summary
Award-winning Summitas Platform® helps wealth managers enhance client engagement with an unsurpassed combination of security, privacy, and flexibility. From the Digital Vault to collaboration tools, i...Show more
Industries
Computer Software
Headquarters Location
Employees Size
10-50 employees
Specialties
Family Offices, Financial Advisors, Accounting Firms, Law Firms, Board Rooms, Wealth Management, Client Portal, Digital Vault
Founded
2007
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Summitas shows a diverse range of experience levels:
8% have been with the company for less than 1 year8% for 1–2 years15% for 3–4 years31% for 5–7 years38% have over 11 years of service at SummitasEx-employees positions
In Company
In New Company
Contact top employees from
Summitas
Jonathan Neal
Vice President, Revenue
Dan Gregerson
Chairman and CEO
Igor Gorbachevskiy
Head of Technology Services
Bill Wyman
President - Family Office Services
Peter Rose
Chief Technical Officer
Alex Shahabi
Customer Technical Support
Michael Boylan
Business Outreach Coordinator
Cory Evans
Vice President, Customer Success
Julian Gonzalez
Senior Software Engineer
Kirsten Fang
Software Engineer
Nathaniel Smith
Business Analyst
