Summa Financial Technology Email Format
Software DevelopmentNew York, United States11-50 Employees
Summa Financial Technology develops digital solutions tailored for the investment management sector. Its platform integrates data from multiple sources, delivering analytics, conditional workflows, and firm-wide reporting. The underlying data model supports a transparent, auditable data lineage and enables reporting with speed and granularity through customizable business rules affecting trading, operations, accounting, investor relations, distribution, compliance, and risk. Headquartered in New York, New York, the company operates as a software development firm serving financial services clients with data management and governance capabilities. Its offerings address the needs of investment management organizations seeking integrated data capture, analytics, and reporting across core functions. In early 2019, Summa Financial Technology expanded its footprint with a downtown Milwaukee office to support its design and programming team.