Xcout Intel
Summitas
Summitas provides a client engagement and portal platform designed for wealth management firms, family offices, and RIAs. The software unifies communications, documents, financial dashboards, and eSignature workflows into a single, branded, and secure environment.
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Summitas at a glance
Summitas is a saas company. Xcout tracks 9 named people at Summitas, including Dan Gregerson (Chairman & CEO). Xcout recorded 24 job postings from Summitas in the last 90 days.
Summitas leadership
- Dan GregersonChairman & CEO
- Bill WymanPresident, Family Office Services
- Peter RoseChief Technology Officer
- Mark O LearyChief Architect, Platform Security
- Howard MilsteinCo-Founder
- Stephen MartirosCo-Founder
3 more named people on record for Summitas, with roles, board committees and tenure — see the full roster →
Hiring at Summitas
Xcout recorded 24 job postings from Summitas in the last 90 days, from a hiring record Xcout has kept since September 2026.
The weekly hiring trend, the roles and locations behind it — see Summitas's hiring signals →
Summitas competitors
A few of Summitas's closest competitors — see the full list of competitors and alternatives →
Datasset is an all-in-one platform designed for Venture Capital. Its solution comprises three modules focused on deal flow management, portfolio management, and investor relations.
NexJ Systems provides a customer relationship management (CRM) platform and integrated desktop solutions tailored for wealth management firms, financial advisors, and corporate and commercial banks. Its software helps financial professionals manage client lifecycles, automate workflows, improve engagement, and consolidate client data to grow revenue and efficiency.
Presults Capital LLC provides an AI-powered archiving and compliance software solution designed for financial advisory and RIA firms. The platform captures, stores, and monitors digital communications including email, text messages, social media, and websites to help firms comply with SEC and FINRA regulations.
SUBSCRIBE operates a digital platform and operating system designed for the alternative investments industry. The company serves fund managers, fund investors, and service providers by centralizing and streamlining investor onboarding, subscription documents, AML/KYC compliance, fund closings, and post-trade reporting.
SimplyAgree is a signature and closing management tool designed for transactional attorneys to streamline the administrative tasks of deal closings. The software helps law firms achieve more efficient closings and seamless transactions.
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More on Summitas in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access