Summitas
PrivateCompany Overview
Summitas operates in FinTech and is based in New York City, New York. It was founded in 2007.
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
Historical Pricing
Historical view of private secondary pricing and transaction trends.
Summitas Comparables
Compare Summitas with similar companies based on industry and business-model similarity.
| Company | Similarity | Market Cap |
|---|---|---|
| FutureVault | 82% | |
| Masttro | 82% | |
| Trusted Family | 79% |
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Summitas Funding Rounds
Historical fundraising activity
Key People
Founding team and executive leadership
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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.
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Summitas Filings
Explore SEC and related filing metadata, where available.
| Type | Date | Amount Offered | Amount Sold | Filing | Pages | Download |
|---|
Filing documents are not displayed on this public page. Request access to learn about available coverage.
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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.