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Summa Financial Services

We provide financial advice via a robust web app backed by fiduciary-only advisors, automating the simple & customizing the complex.

  • Stage Product In Development
  • Industry Financial Services
  • Location Austin, TX, USA
  • Currency USD
  • Founded July 2012
  • Employees 2
  • Website

Company Summary

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."


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    Kyle Faszholz
    Co-founder and CEO

    I am an established professional in the wealth management industry and trace my heritage to the wirehouse. My experience ranges across client acquisition, financial planning, money management, portfolio analytics, and advisor recruiting and consulting. Most recently, I was a management team member serving 80 advisors managing over $5 billion, and a lead portfolio manager on three model-based strategies encompassing $20mm AuM.

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    Chris Bonser
    Co-Founder and CTO

    I serve as Summa’s Chief Technology Officer. I am an AMD veteran of 8 years, and have been driving complex technical projects with multi-year planning horizons, multi-million dollar budgets, and large, cross-functional, multi-national technical teams. As a full stack developer, I will be overseeing Summa’s technology development and deployment which includes leading implementation of web applications and developer recruiting.


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    Jessica Blacklock