Summit Financial Expands AI Advisor Growth Platform
Summit Financial has added eight wealthtech tools to its integrated technology ecosystem.
In recent months, Summit has added seven solutions that support organic growth, identify M&A and tuck-in opportunities, and elevate efficiency. The platform’s newest integrated tools include:
- Absolute Capital — Self-directed 401(k) account management for advisors
- FinLink — Marketplace for M&A, recruiting & financial opportunities
- FINTRX — AI-Driven private wealth intelligence
- Microsoft Teams Premium — AI-powered meeting notes, transcriptions, and action items
- Move Health — Personalized healthcare insurance planning
- Retirement Plan Advisory Group (RPAG) — Qualified-plan reporting and analytics
- Wealth.com — AI-powered estate planning platform
- Wealthfeed — AI-driven prospecting and lead generation platform
Over the coming months, Summit Financial expects to continue enhancing its platform with more wealthtech solutions that advisors can adopt to increase their firms’ organic growth, enhance service capabilities, and boost operational efficiency.
“The staggering pace of AI innovation in wealth management is accelerating, so it’s critical that advisors adopt technology today to compete and win,” said Stan Gregor, chairman and CEO of Summit Financial. “AI-enhanced technology can help advisors deepen client relationships, enhance and scale operational efficiencies, uncover new growth opportunities, and gain a clear competitive edge without replacing the human expertise at the heart of great financial advice.”
Advisors will also have direct access to Summit’s Professional Strategy Team, including attorneys, tax specialists, planners, and investment strategists.
Summit Financial has formed two councils tasked with identifying, vetting, and recommending technology solutions that can boost Summit’s operational efficiency while further enhancing the client and advisor experience. The Corporate Innovation Committee (CIC) includes executive leadership that evaluate strategic technology investments and the Innovation Advisor Committee (IAC) partners with financial advisors to provide feedback on tools and solutions.
