#United States #Miami #Summitas #Client Engagement #Family Wealth Report

Summitas Wins Prestigious Award at Miami Family Wealth Report Awards

On January 21, 2026, in a prestigious ceremony held in Miami, Summitas was awarded the title of 'Overall Technology Solution – Latin America' at the Miami Family Wealth Report Awards. This annual award ceremony celebrates outstanding contributions made by firms and professionals serving the family office sector, wealth management, and the advisor community throughout Miami, Latin America, and the Caribbean.

As a leading client engagement platform specializing in wealth management, Summitas has consistently demonstrated its commitment to enhancing the way families and advisors interact. This recognition underscores the firm's continued dedication to delivering cutting-edge, secure digital solutions that empower users to navigate the complexities of modern wealth management.

Meeting Evolving Needs

In his remarks following the award announcement, Dan Gregerson, the Chairman and CEO of Summitas, expressed his gratitude and excitement for the acknowledgment. He stated, "We’re deeply honored to be recognized for our role in shaping the future of family office technology across Latin America. As families become increasingly global and multi-generational, the demand for reliable, secure digital infrastructure becomes essential."

The industry has witnessed a significant transformation as families and their advisors seek integrated solutions for managing diverse assets and relationships. In today’s fast-paced environment, Summitas stands out by offering a centralized client operating platform. This platform helps streamline operations by aggregating data from a variety of sources, including user-generated content, which simplifies communication and enhances information security.

Trust and Security in Digital Infrastructure

The importance of trust and security in family wealth management cannot be overstated. Summitas meets this need through a range of innovative features, including their Digital Vault, collaboration tools for secure communication, integration of financial information, task management capabilities, and streamlined workflow processes. These tools are designed to provide measurable value to family offices and wealth advisors. The goal is to create a single, secure environment where vital information and strategic decisions can be made confidently and efficiently.

Stephen Harris, CEO and publisher of Family Wealth Report, praised the winners, including Summitas, stating, "Every category winner and highly commended firm has undergone a rigorous, independent judging process and should be proud of their achievements this year." His remarks reinforce the caliber of the firms recognized at the awards, highlighting the elite status of those who serve the global wealth management community.

About Summitas

Founded in 2007 by a group of seasoned entrepreneurs with deep expertise in software development and ultra-high-net-worth clientele, Summitas originated from the vision of leveraging technology to meet the evolving demands of the wealth management industry in the 21st century. Their continuous innovation and commitment to excellence have made them a renowned name in the field—a trustworthy choice for family offices and wealth advisors alike.

As the industry progresses, the role of technology continues to expand, with platforms like Summitas leading the charge towards better and more secure client engagement solutions. This recognition at the Miami Family Wealth Report Awards not only commemorates their achievements but also sets a benchmark for excellence in technology solutions across Latin America, positioning Summitas as a pivotal player in the wealth management landscape.