Summit Wealth Recognized as a Technology Leader in the 2024 "WealthTech 100" Rankings
SAN FRANCISCO, April 4, 2024 /PRNewswire-PRWeb/ -- Summit Wealth, a next-generation portfolio and data management system, announced today that the firm has been included in the "WealthTech 100" rankings by FinTech Global, a specialist research firm.
- In its sixth edition, the WealthTech100 shines a spotlight on the WealthTech companies that are innovating in wealth management to create powerful solutions for both advisors and their clients.
- The 100 finalists were picked by a panel of analysts and industry experts from over 1,300 candidates.
- "We're delighted and honored to be included in this prestigious ranking of WealthTech firms," said Reed Colley, CEO and co-founder of Summit Wealth.
- To learn more about Summit's offering and approach, visit http://www.summitwealth.io