Summitas Employee Directory

Q: What is Summitas known for?

Summitas was founded in 2007. Summitas operates in the Technology, Information and Internet industry.

Q: How many employees does Summitas have currently?

Summitas has approximately 11 employees.

Q: Who are Summitas's key employees and leadership?

Summitas's key employees include: Chairman And Ceo: D. G., Ceo: W. W., Chief Technical Officer: P. A. R., President - Family Office Services: B. W..

Technology, Information and InternetNew York, United States11-50 Employees

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, integration of ﬁnancial information, and the ability to manage projects and tasks to streamline workﬂows, a branded Summitas portal provides measurable value to family ofﬁces, wealth advisors, and other client-facing businesses.

Find Summitas employees' phone numbers or email addresses

Summitas Global Highlights

North America
7

United States Of America
6
Costa Rica
1

Summitas's Leadership

W. W.
Ceo
Mobile Phone
Email
P. A. R.
Chief Technical Officer
Mobile Phone
Email
B. W.
President - Family Office Services
Mobile Phone
Email
D. G.
Chairman And Ceo
Mobile Phone
Email
C. E.
Vice President, Customer Success
Mobile Phone
Email
M. B.
Business Outreach Coordinator
Mobile Phone
Email

Contact profiles from Summitas

Name

Title

Contact Info

Location

Last Update

B. W.
President - Family Office Services
Mobile Phone
Email
United StatesNew York
Mar 14, 2024
D. G.
Chairman And Ceo
Mobile Phone
Email
United StatesNorth Carolina
Sep 12, 2025
P. A. R.
Chief Technical Officer
Mobile Phone
Email
United StatesNorth Carolina
Jun 12, 2025
W. W.
Ceo
Mobile Phone
Email
UNITED STATES
Mar 14, 2024
C. E.
Vice President, Customer Success
Mobile Phone
Email
Nov 11, 2025
M. B.
Business Outreach Coordinator
Mobile Phone
Email
United StatesMississippi
Oct 19, 2025

Frequently Asked Questions

What is Summitas known for?

Summitas was founded in 2007 operates in the Technology, Information and Internet industry. The company's main headquarters is located in New York, US; you can contact the main corporate office by phone at

+1-551-197-****

. Explore Summitas's company overview page for more information.

What is Summitas's most common email format?

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

How many employees does Summitas have currently?

Summitas has approximately 11 employees as of October 2025. These team members are located across 1 continents, including North America.

Who are Summitas's key employees and leadership?

As of October 2025, Summitas's key employees include:

Ceo: W. W.
Chief Technical Officer: P. A. R.
President - Family Office Services: B. W.
Chairman And Ceo: D. G.
Vice President, Customer Success: C. E.

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