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Summit Financial: A Wealthstack For All
Yahoo Finance·2025-10-31 23:08

You have three major players in performance reporting: Orion, Black Diamond and Addepar. When you look at those three chassis, all of them do basic services. We just happen to cater to a higher net worth client base. We have clients that are billionaires. We have clients that are worth 10s of millions of dollars. But you don’t need to be a $200 million client to get the services that the billionaire would get, because that’s all part of the Summit ecosystem. You can’t do that with retailish technology.&nbsp ...