About SumIt
From in-house frustrations to industry-leading software - learn about our deep understanding of the space
Our Founding Story
Traditional accounting tools failed when one of our founders, Alex, needed to separate entities within his family's real estate businesses, pushing him toward spreadsheets for critical decisions. Discovering this was a widespread problem, he partnered with leading family offices to build SumIt — a purpose-built general ledger for multi-entity accounting. Now trusted by prominent single and multi-family offices and honored by The Family Wealth Report, SumIt brings clarity and control to the family office space.
About SumIt
From in-house frustrations to industry-leading software - learn about our deep understanding of the space
Our Founding Story
Traditional accounting tools failed when one of our founders, Alex, needed to separate entities within his family's real estate businesses, pushing him toward spreadsheets for critical decisions. Discovering this was a widespread problem, he partnered with leading family offices to build SumIt — a purpose-built general ledger for multi-entity accounting. Now trusted by prominent single and multi-family offices and honored by The Family Wealth Report, SumIt brings clarity and control to the family office space.
About SumIt
From in-house frustrations to industry-leading software - learn about our deep understanding of the space
Our Founding Story
Traditional accounting tools failed when one of our founders, Alex, needed to separate entities within his family's real estate businesses, pushing him toward spreadsheets for critical decisions. Discovering this was a widespread problem, he partnered with leading family offices to build SumIt — a purpose-built general ledger for multi-entity accounting. Now trusted by prominent single and multi-family offices and honored by The Family Wealth Report, SumIt brings clarity and control to the family office space.
Our Mission
To empower family offices to do more with less.
It's easy enough to handle the books for one entity, but much harder when you’re dealing with 50 entities, each with its own ownership structure. At SumIt, we understand that adding more people or spreadsheets is not the answer. Instead, family offices want a GL with an intuitive interface, all entities in a single place to book journal entries effortlessly, and a few clicks to generate consolidated reports.
Our Mission
To empower family offices to do more with less.
It's easy enough to handle the books for one entity, but much harder when you’re dealing with 50 entities, each with its own ownership structure. At SumIt, we understand that adding more people or spreadsheets is not the answer. Instead, family offices want a GL with an intuitive interface, all entities in a single place to book journal entries effortlessly, and a few clicks to generate consolidated reports.
Our Mission
To empower family offices to do more with less.
It's easy enough to handle the books for one entity, but much harder when you’re dealing with 50 entities, each with its own ownership structure. At SumIt, we understand that adding more people or spreadsheets is not the answer. Instead, family offices want a GL with an intuitive interface, all entities in a single place to book journal entries effortlessly, and a few clicks to generate consolidated reports.
Our Leadership Team
Meet The Team That Cares About Your Success
No software is perfect, so what matters is people who understand the problem and will listen to you to fine-tune the solution. Meet the team with deep industry knowledge, a caring mindset, and a great ability to execute.
Alexandre
Co-Founder, CEO
Fernando
Co-Founder, CTO
Kathy
Product
Alex
Engineering
Casey
Engineering
Tom
Engineering
Jared
Customer Success
Lauren
Customer Success
Pablo
Sales
Nicole
Marketing
Our Leadership Team
Meet The Team That Cares About Your Success
No software is perfect, so what matters is people who understand the problem and will listen to you to fine-tune the solution. Meet the team with deep industry knowledge, a caring mindset, and a great ability to execute.
Alexandre
Co-Founder, CEO
Fernando
Co-Founder, CTO
Kathy
Product
Alex
Engineering
Casey
Engineering
Tom
Engineering
Jared
Customer Success
Lauren
Customer Success
Pablo
Sales
Nicole
Marketing
Our Leadership Team
Meet The Team That Cares About Your Success
No software is perfect, so what matters is people who understand the problem and will listen to you to fine-tune the solution. Meet the team with deep industry knowledge, a caring mindset, and a great ability to execute.
Alexandre
Co-Founder, CEO
Fernando
Co-Founder, CTO
Kathy
Product
Alex
Engineering
Casey
Engineering
Tom
Engineering
Jared
Customer Success
Lauren
Customer Success
Pablo
Sales
Nicole
Marketing
Our Values
Our Values
We Do Things The SumIt Way.
We listen, take in feedback, iterate fast, and focus on simplicity to delight you.
Growth Mindset
We embrace learning through curiosity, feedback, and empathy.
Bold Action
We own our actions and aim to do the right thing.
Honest Collaboration
We respect one another and hold each other accountable.
Innovative Simplicity
We believe that simplicity fosters innovation.
Relentless Speed
We execute our tasks swiftly and relentlessly.
Passion
We are deeply passionate about what we do.
Our Values
We Do Things The SumIt Way.
We listen, take in feedback, iterate fast, and focus on simplicity to delight you.
Growth Mindset
We embrace learning through curiosity, feedback, and empathy.
Bold Action
We own our actions and aim to do the right thing.
Honest Collaboration
We respect one another and hold each other accountable.
Innovative Simplicity
We believe that simplicity fosters innovation.
Relentless Speed
We execute our tasks swiftly and relentlessly.
Passion
We are deeply passionate about what we do.
Our Values
We Do Things The SumIt Way.
We listen, take in feedback, iterate fast, and focus on simplicity to delight you.
Growth Mindset
We embrace learning through curiosity, feedback, and empathy.
Bold Action
We own our actions and aim to do the right thing.
Honest Collaboration
We respect one another and hold each other accountable.
Innovative Simplicity
We believe that simplicity fosters innovation.
Relentless Speed
We execute our tasks swiftly and relentlessly.
Passion
We are deeply passionate about what we do.
Try SumIt Today
Modernize Your Back Office, Today.
Modernize Your Back Office, Today.
Modernize Your Back Office, Today.
Talk to us to learn more about SumIt and we will help you evaluate our platform. We care about your success and can help you find out quickly if SumIt can be a good fit.
Talk to us to learn more about SumIt and we will help you evaluate our platform. We care about your success and can help you find out quickly if SumIt can be a good fit.
Talk to us to learn more about SumIt and we will help you evaluate our platform. We care about your success and can help you find out quickly if SumIt can be a good fit.
