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Reed Colley reports $20-billion AUA RIA win -- a legacy Envestnet-Tamarac shop -- as proof point Summit Wealth software is ascendant

The San Francisco-based Black Diamond founder has Summit Wealth playing hardball among elite RIAs with Brighton Jones as pioneer.

Author Brooke Southall January 12, 2024 at 3:23 AM
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Jon Jones: The only way we can do that at scale is to have a modern platform that uses the latest technologies, designed by true innovators.
Keith Girard contributed to the editing of this article.


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Technology Tools for Today
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Top Executive: Joel Bruckenstein



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