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Summitas

Summitas

Private
New York City, New YorkFinTechhttps://summitas.com/

Company Overview

Summitas is a software company that provides a secure, branded engagement platform for family offices, wealth advisors, and law firms to exchange confidential information and store sensitive documents.

Sector

FinTech

Verticals

Wealth Management, Document Management, Financial Data

Business Model

B2B

Customer Profile

Subscription SaaS, Services & Consulting

AI Layer

Application

Keywords

client portalwealth management softwarefamily office softwaredigital vaultclient engagement platformRIA softwaresecure file sharingelectronic signatureeSignaturefinancial dashboardlegal techwhite-label portalwealthtechdocument managementB2B SaaSclient portal software

Historical Pricing

Historical view of private secondary pricing and transaction trends.

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Caplight Momentum Score

Proprietary index based on bid/ask volume and sentiment.

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Summitas Comparables

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Summitas comparables — related companies by embedding similarity
CompanySimilarityMarket Cap
FutureVault
82%
Masttro
82%
Trusted Family
79%

Summitas Funding Rounds

Historical fundraising activity

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Key People

Founding team and executive leadership

Dan Gregerson

Chairman and CEO

Executive Team

Market signals

Structured signals derived from secondary market and firmographic data.

  • May 15, 2026

    Monthly visitors grew 1313% MoM, reaching 1.5K.

  • Nov 12, 2025

    Monthly visitors increased 215% MoM.

Summitas Filings

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Summitas filings preview — column headings only; records require access
TypeDateAmount OfferedAmount SoldFilingPagesDownload

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Frequently Asked Questions

Common questions about Summitas's valuation, stock price, and market status.

Is Summitas a public or private company?

Summitas is a private company.

What is the current stock price of Summitas?

Summitas is a private company, so its shares have no public market price. Caplight tracks Summitas's secondary market activity and provides MarketPrice™ estimates of its share price to Caplight users.

How much is Summitas worth (valuation)?

Valuation information for Summitas is not publicly available.

Can I buy Summitas stock?

Summitas shares may be available on secondary markets subject to transfer restrictions. Caplight facilitates secondary market transactions for accredited investors.

When was Summitas's last funding round?

Funding round information for Summitas is not publicly available.

Who are the main investors in Summitas?

Investor information for Summitas is not publicly disclosed.

Will Summitas IPO soon?

No public IPO plans have been announced for Summitas.

How can I track Summitas secondary market activity?

Caplight tracks bids, offers, and trades in Summitas's shares on secondary markets.

Firmographic Details

HeadquartersNew York City, New York
Employee Range9
Year Founded2007
Last Funding—

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