Summit Financial Expands AI-Powered Wealthtech Platform to Accelerate Advisor Growth and Enhance Client Experiences

Summit Financial has expanded its technology platform with the integration of eight new wealthtech tools, reinforcing its commitment to innovation and empowering its network of independent advisors. The additions include AI-driven solutions for lead generation, digital marketing automation, client service enhancement, and M&A opportunity analytics, all designed to help advisors grow their practices, improve efficiency, and deliver high-touch family office services to high-net-worth and ultra-high-net-worth clients. Stan Gregor, Chairman and CEO of Summit Financial, emphasized the importance of staying ahead in the rapidly evolving landscape of AI-powered wealth management. “The pace of innovation in financial services is accelerating, and advisors must adopt advanced technology today to remain competitive,” he said. “These tools enhance human expertise, not replace it, enabling advisors to deepen relationships, scale operations, and deliver exceptional client outcomes.” Summit Financial, a national Registered Investment Advisor platform with over 150 advisors across 23 states and more than $23 billion in assets under management, continues to strengthen its SummitVantage™ ecosystem. The newly integrated tools include Wealthfeed, Absolute Capital, FINTRX, and Move Health, with additional AI-powered solutions—such as AI-assisted customer service and estate planning tools—expected in the coming months. The platform is built on a single sign-on system, offering seamless access to a suite of technology and human support services. Advisors benefit from direct access to in-house engineers and programmers, as well as Summit’s Professional Strategy Team, which includes attorneys, tax specialists, financial planners, and investment strategists. This hybrid model ensures that advisors can scale family office services efficiently while maintaining personalized, client-centric experiences. To guide future technology investments, Summit has established two innovation advisory councils: the Innovation Advisory Council (IAC), composed of rotating advisor leaders, and a second council focused on strategic technology evaluation. These groups assess emerging tools and recommend solutions that align with advisor needs and long-term growth goals. Steve Pfundstein, Chief Technology Officer at Summit Financial, highlighted the firm’s proactive approach. “We’re not just adopting technology—we’re leading it. Our goal is to equip advisors with the tools they need to win, so they can focus on what matters most: their clients.” As a 2024 Forbes|SHOOK and Barron’s Top 100 RIA Firm, Summit Financial continues to uphold its mission of empowering advisors through independence, innovation, and integrated support. The firm’s platform, including its growth-focused Summit Growth Partners initiative, provides capital and strategic resources to help advisors build sustainable, scalable businesses. Summit Financial, LLC, a SEC-registered investment adviser established in 2018, traces its roots to advisory firms founded in 1983 and 1991. It is wholly owned by Summit Financial Holdings, LLC, which is backed by Stanley Gregor and Merchant Wealth Management Holdings 3, LLC. The firm remains dedicated to its core values of independence, excellence in financial planning, and continuous innovation.