Summa Financial Services
We provide financial advice via a robust web app backed by fiduciary-only advisors, automating the simple & customizing the complex.
Summa is a wealth management firm combining new web tech with established advisory business to accelerate growth and institutionalize fiduciary engagement. We resolve client frustration arising out of the current institutional landscape - legacy tech, brokerage structures, and expensive products. We target households with $500m - $5mm in marketable assets via advisors and provide both with capabilities to "aggregate, understand, and decide."