Summa Financial Technology logo

Summa Financial Technology Employee Directory

Software DevelopmentNew York, United States11-50 Employees

Summa Financial Technology develops digital solutions tailored for the investment management sector. Its platform integrates data from multiple sources, delivering analytics, conditional workflows, and firm-wide reporting. The underlying data model supports a transparent, auditable data lineage and enables reporting with speed and granularity through customizable business rules affecting trading, operations, accounting, investor relations, distribution, compliance, and risk. 

Headquartered in New York, New York, the company operates as a software development firm serving financial services clients with data management and governance capabilities. Its offerings address the needs of investment management organizations seeking integrated data capture, analytics, and reporting across core functions. In early 2019, Summa Financial Technology expanded its footprint with a downtown Milwaukee office to support its design and programming team.

Find Summa Financial Technology employees' phone numbers or email addresses

Summa Financial Technology Global Highlights

Location
Employees

North America
17

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  • United States Of America
    17

Europe
2

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  • Netherlands
    2

Summa Financial Technology's Leadership

  • Stylized image of a person
    T. Z.
    Chief Product Officer
    Phone icon
  • Stylized image of a person
    E. E.
    Product Manager – Delivery & Product Operations
    Phone icon
  • Stylized image of a person
    E. E.
    Phone icon

Summa Financial Technology Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Product Management
  • Business
  • Information Security
  • Accounting
  • Other

Contact profiles from Summa Financial Technology

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. Z.
    Chief Product Officer
    Phone icon
    NetherlandsNorth Holland
    Jul 17, 2026
  • Stylized image of a person
    E. E.
    Product Manager – Delivery & Product Operations
    Phone icon
    Netherlands
    Jul 08, 2026
  • Stylized image of a person
    E. E.
    Phone icon
    Jul 28, 2023

Frequently Asked Questions

What is Summa Financial Technology known for?

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Summa Financial Technology was founded in 2017 operates in the Software Development industry. Explore Summa Financial Technology's company overview page for more information.

What is Summa Financial Technology's most common email format?

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Summa Financial Technology employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Summa Financial Technology email formats with LeadIQ.

How many employees does Summa Financial Technology have currently?

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Summa Financial Technology has approximately 14 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Summa Financial Technology's key employees and leadership?

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As of July 2026, Summa Financial Technology's key employees include:

  • Chief Product Officer: T. Z.
  • Product Manager – Delivery & Product Operations: E. E.
  • : E. E.

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