We understand the value of time, and our platform is crafted to give that time back to you. By streamlining accounting processes, we enable family offices to elevate their game, focusing on strategic decision-making rather than being bogged down in mundane tasks.
With SumIt, you get confidence. Confidence in the accuracy of your financial information and the ability to promptly respond to your stakeholders' requests—all within one simple, sophisticated solution.
Our Mission
Empower family office staff to do more with less
Our Values
We Do Things The SumIt Way
Growth Mindset
We learn through curiosity, feedback, and empathy
Bold Action
We own our actions, so we do the right thing
Honest Collaboration
We respect and hold each other accountable
Innovative Simplicity
We believe simplicity breeds innovation
Relentless Speed
We execute swiftly
and relentlessly
Passion
We are passionate about
what we do
Our Team
The Builders
Alexandre
Co-Founder CEO
Fernando
Co-Founder CTO
Alex
Founding Software Engineer
Kathy
Founding Product and Operations Manager
Casey
Senior Software Engineer
Tom
Senior Software Engineer
Luiz
Senior Software Engineer
Jared
Founding Customer Success Manager
Kemal
Senior Product Designer
Our Advisors (Some)
Julie
COO Single Family Office
Alex
Principal Gart Capital SFO
Kelly
Controller Sagamore Ventures SFO
Danielle
Controller Marron Capital SFO
Matthew
Managing Director CFO Services, Cresset MFO
Priscilla
Fractional CFO Single Family Offices SFO, MFO
Janet
Founder Parere Advisory SFO
Join our growing team
Sumlt is a venture-backed company based out of NYC on a mission to give time back to family office professionals with the most modern operating system dedicated to the family office space.
