Summit Wealth Systems - Ownership and Business Overview

SoftwareCompany

Summit Wealth Systems Ownership

Who owns Summit Wealth Systems?

Summit Wealth Systems is owned by Orion Advisor Solutions. It was acquired on December 19, 2024.

Summit Wealth Systems Business Overview

Where is Summit Wealth Systems headquartered?

Summit Wealth Systems is headquartered in San Francisco, California.

What sector is Summit Wealth Systems in?

Summit Wealth Systems is a software company.

When was Summit Wealth Systems founded?

Summit Wealth Systems was founded in 2019.

Software M&A Summary in 2024

Out of 60 sectors in the Mergr database, software ranked 4 in number of deals in 2024. The largest software acquisition in 2024 was ANSYS - which was acquired by Synopsys for $35.0B.

Join Mergr to view all 500 acquisitions of software companies in 2024, including 33 acquisitions by private equity firms, and 467 by strategics.

Summit Wealth Systems

Summit Wealth Systems, Inc.

86 Graham Street, Suite 120,
San Francisco, California 94129
United States,
www.summitwealth.io

Summit Wealth Systems is a software company provides modern, consolidated, and intuitive client reporting and portfolio management to large registered investment advisors (RIAs). Summit Wealth Systems was founded in 2019 and is based in San Francisco, California.


Company Summary

SECTOR

Software

Established

2019

 Subscribe to unlock this and 209,130
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More
1 Week Free Trial Learn More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB

Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.6K Private Equity Firms
  • 202K M&A Transactions
  • 205K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.6K M&A Advisors
    (Investment Banks and Law Firms)
  • 81K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.

Related Lists for Summit Wealth Systems

California Companies , Software Companies , United States Companies , California Software Companies , California Software with Acquisitions , California Software with Divestitures

Related Lists for California Companies

Largest California Companies , Acquisitive California Companies , Recently Acquired California Companies , Recently Sold California Companies , Private California Companies , Public California Companies , Acquired California Companies , PE Backed California Companies

Related Lists for Software Companies

Largest Software Companies , Acquisitive Software Companies , Recently Acquired Software Companies , Recently Sold Software Companies , Private Software Companies , Public Software Companies , Acquired Software Companies , PE Backed Software Companies

Related Lists for United States Companies

Largest United States Companies , Acquisitive United States Companies , Recently Acquired United States Companies , Recently Sold United States Companies , Private United States Companies , Public United States Companies , Acquired United States Companies , PE Backed United States Companies
Mergr

Product

Company

Legal