Summit Advisor Solutions

Summit Advisor Solutions

Summit Advisor Solutions is a turnkey asset management program that offers financial advisors an accomplished and proprietary technology solution. Developed with open architecture, the highly scalable platform fits any size business and delivers a myriad of beneficial features. In addition, Summit Advisor Solutions offers investment management and consulting services.

HQ 🇺🇸
Dallas, United States
Status
Acquired
Investors
FolioDynamix
Aequitas Capital Management
Categories
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