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. 

Team Image 01

Alexandre

Co-Founder, CEO

Team Image 02

Fernando

Co-Founder, CTO

Team Image 03

Kathy

Product

Team Image 04

Alex

Engineering

Team Image 05

Casey

Engineering

Team Image 06

Tom

Engineering

Team Image 06

Jared

Customer Success

Team Image 06

Lauren

Customer Success

Team Image 06

Pablo

Sales

Team Image 06

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. 

Team Image 01

Alexandre

Co-Founder, CEO

Team Image 02

Fernando

Co-Founder, CTO

Team Image 03

Kathy

Product

Team Image 04

Alex

Engineering

Team Image 05

Casey

Engineering

Team Image 06

Tom

Engineering

Team Image 06

Jared

Customer Success

Team Image 06

Lauren

Customer Success

Team Image 06

Pablo

Sales

Team Image 06

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. 

Team Image 01

Alexandre

Co-Founder, CEO

Team Image 02

Fernando

Co-Founder, CTO

Team Image 03

Kathy

Product

Team Image 04

Alex

Engineering

Team Image 05

Casey

Engineering

Team Image 06

Tom

Engineering

Team Image 06

Jared

Customer Success

Team Image 06

Lauren

Customer Success

Team Image 06

Pablo

Sales

Team Image 06

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.