Reed Colley
Chief Executive Officer at Summit Wealth Systems, Inc.
Reed Colley active positions
| Companies | Position | Start | End |
|---|---|---|---|
Summit Wealth Systems, Inc.
 Summit Wealth Systems, Inc. Packaged SoftwareTechnology Services Summit Wealth Systems, Inc. has developed a powerful and accessible wealth management platform that allows advisors to focus on guiding their clients towards a life of abundance while growing their businesses. Summit is based in San Francisco, CA, and the CEO of the company is Reed Colley. The platform is designed to streamline and automate the work advisors do every day, combining unified data with a simple, elegant solution and experience that advisors and clients love. Summit has won the 2023 "Wealthie" industry award in the innovation-new platforms category for its wealth journey feature, which allows advisors and clients to record and memorialize key milestones and goals in their lives. | Chief Executive Officer | - | - |
| Director of Finance/CFO | - | - | |
| Corporate Secretary | - | - |
Career history of Reed Colley
Former positions of Reed Colley
| Companies | Position | Start | End |
|---|---|---|---|
| ADVENT SOFTWARE, INC. | Corporate Officer/Principal | 27/10/2011 | - |
Training of Reed Colley
| Vanderbilt University | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Chief Executive Officer | 1 |
Sectoral
| Technology Services | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 2 |
|---|---|
Advent Software, Inc.
 Advent Software, Inc. Information Technology ServicesTechnology Services Advent Software, Inc. offers software and services that automate work flows and data across investment management organizations. It develops, markets, and sells software products, Software-as-a-Service, hosting services, and data interfaces. The company was founded by Stephanie G. DiMarco in 1983 and is headquartered in San Francisco, CA. | Technology Services |
Summit Wealth Systems, Inc.
Summit Wealth Systems, Inc. Packaged SoftwareTechnology Services Summit Wealth Systems, Inc. has developed a powerful and accessible wealth management platform that allows advisors to focus on guiding their clients towards a life of abundance while growing their businesses. Summit is based in San Francisco, CA, and the CEO of the company is Reed Colley. The platform is designed to streamline and automate the work advisors do every day, combining unified data with a simple, elegant solution and experience that advisors and clients love. Summit has won the 2023 "Wealthie" industry award in the innovation-new platforms category for its wealth journey feature, which allows advisors and clients to record and memorialize key milestones and goals in their lives. | Technology Services |
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