Information Technology Specialists

Partner with a SOC 2 compliant provider.

Partner with a SOC 2 compliant provider.

Partner with a SOC 2 compliant provider.

SumIt has enterprise-grade security processes, all documented and available to you via our SOC 2 Type 2 report. We have been thoroughly vetted by banks, accounting firms, and single- and multi-family offices. Your privacy is the foundation of our software. 

SumIt has enterprise-grade security processes, all documented and available to you via our SOC 2 Type 2 report. We have been thoroughly vetted by banks, accounting firms, and single- and multi-family offices. Your privacy is the foundation of our software. 

SumIt has enterprise-grade security processes, all documented and available to you via our SOC 2 Type 2 report. We have been thoroughly vetted by banks, accounting firms, and single- and multi-family offices. Your privacy is the foundation of our software. 

a man sitting at a table with a laptop
a man sitting at a table with a laptop
a man sitting at a table with a laptop
a man sitting at a table with a laptop

The SumIt Difference

Optimize key workflows with SumIt.

Optimize key workflows with SumIt.

Optimize key workflows with SumIt.

Own Your Data.

You own your data 100%, full stop.

Cloud-based.

Our application is hosted on the web on US servers with the latest encryption capabilities.

24/7 Backup.

Our databases are continuously backed up and stored in multiple US regions.

Protecting you from attacks.

Protecting you from attacks.

Protecting you from attacks.

We partner with Cloudflare to use their state-of-the-art Web Application Firewall (WAF), creating a shield around our application. This shield filters and monitors HTTP traffic between our application and the public internet, protecting the application from attacks such as distributed denial of service (DDoS), cross-site forgery, cross-site scripting, SQL injection, and more.

We partner with Cloudflare to use their state-of-the-art Web Application Firewall (WAF), creating a shield around our application. This shield filters and monitors HTTP traffic between our application and the public internet, protecting the application from attacks such as distributed denial of service (DDoS), cross-site forgery, cross-site scripting, SQL injection, and more.

We partner with Cloudflare to use their state-of-the-art Web Application Firewall (WAF), creating a shield around our application. This shield filters and monitors HTTP traffic between our application and the public internet, protecting the application from attacks such as distributed denial of service (DDoS), cross-site forgery, cross-site scripting, SQL injection, and more.

a group of planets
a group of planets
a group of planets
a group of planets

Encryption at its finest.

Encryption at its finest.

Encryption at its finest.

Our application ensures that data is encrypted with the latest industry standards: at rest using the Advanced Encryption Standard (AES-256) and in transit using TLS 1.2+. We capture all changes of data in the system; facilitating auditing, compliance, forensics, and non-repudiation.

Our application ensures that data is encrypted with the latest industry standards: at rest using the Advanced Encryption Standard (AES-256) and in transit using TLS 1.2+. We capture all changes of data in the system; facilitating auditing, compliance, forensics, and non-repudiation.

Our application ensures that data is encrypted with the latest industry standards: at rest using the Advanced Encryption Standard (AES-256) and in transit using TLS 1.2+. We capture all changes of data in the system; facilitating auditing, compliance, forensics, and non-repudiation.

Business and human processes.

Business and human processes.

Business and human processes.

Security is a moving target, and requirements change every day — just as technology changes. Because we are an agile company, we keep up with the latest security requirements. We not only test and deploy the latest security patches, but also continuously educate our employees on the latest security best practices.

Security is a moving target, and requirements change every day — just as technology changes. Because we are an agile company, we keep up with the latest security requirements. We not only test and deploy the latest security patches, but also continuously educate our employees on the latest security best practices.

Security is a moving target, and requirements change every day — just as technology changes. Because we are an agile company, we keep up with the latest security requirements. We not only test and deploy the latest security patches, but also continuously educate our employees on the latest security best practices.

aerial view of people walking on raod
aerial view of people walking on raod
aerial view of people walking on raod
aerial view of people walking on raod

Customer Testimonial

“For us, the investment paid for itself in both reclaimed time and better decision-making. SumIt, both as a software and as a team, has been nimble in taking feedback and executing it. The combination of thoughtful design, responsive support, and real-industry functionality has made a meaningful difference for us”

— Christopher Poline, CFO at TRM Ventures (SFO)

Customer Testimonial

“For us, the investment paid for itself in both reclaimed time and better decision-making. SumIt, both as a software and as a team, has been nimble in taking feedback and executing it. The combination of thoughtful design, responsive support, and real-industry functionality has made a meaningful difference for us”

— Christopher Poline, CFO at TRM Ventures (SFO)

Customer Testimonial

“For us, the investment paid for itself in both reclaimed time and better decision-making. SumIt, both as a software and as a team, has been nimble in taking feedback and executing it. The combination of thoughtful design, responsive support, and real-industry functionality has made a meaningful difference for us”

— Christopher Poline, CFO at TRM Ventures (SFO)

Get In Touch

Talk with Team SumIt

Talk with Team SumIt

We enjoy talking with family offices. Experiencing the SumIt platform is easy. Start by completing the form below.