Summitas Summitas
  • Why Summitas
  • Solutions
    Family Offices One private platform for documents, communications, and financial data.
    Multi-Family Offices Scale premium service across every client family.
    Wealth Managers Single point access that deepens every relationship.
    RIAs Fiduciary-grade compliance tools with a portal clients love.
  • Customer Success
  • Technology
USA USA • English
  • Country
  • USA USA
  • Canada Canada

  • Language
  • English
  • Español
Let’s Connect
  • Why Summitas
    • Family Offices
    • Multi-Family Offices
    • Wealth Managers
    • RIAs
  • Customer Success
  • Technology
Let’s Connect

Country & Language

USA USA Canada Canada
English Español

Terms of Service

Last updated March 2026

What This Covers

These terms apply to your use of the Summitas marketing website at summitas.com. By browsing this site or submitting our contact form, you agree to these terms.

If you are a Summitas platform subscriber, your use of the platform is governed by your subscription agreement. These terms cover the public website only.

What You Can Do Here

This website lets you:

  • Learn about Summitas and our client engagement platform
  • Read resources like case studies, guides, and whitepapers
  • Submit a contact form to request information or schedule a meeting

You do not need an account to use this website.

Using This Site Properly

We ask that you don’t:

  • Copy, reproduce, or redistribute our content without permission
  • Use automated tools (bots, scrapers, crawlers) to extract content from this site
  • Attempt to interfere with the site’s operation or security
  • Submit false or misleading information through our contact form
  • Use the site for any unlawful purpose

Our Content

Everything on this website — text, images, design, logos, case studies, guides — belongs to Summitas, LLC or is used with permission. You’re welcome to read and share links, but please don’t copy or republish our content without asking first.

The Summitas name and logo are trademarks of Summitas, LLC. You may not use them without our written permission.

Contact Form Submissions

When you submit our contact form, you’re giving us permission to use the information you provide to respond to your inquiry. We may follow up by email or phone based on the details you share.

Please provide accurate information. We treat everything you submit as confidential and handle it according to our Privacy Policy.

Third-Party Links

This site may link to other websites. We include these links for your convenience, but we don’t control those sites and aren’t responsible for their content or practices.

Information, Not Advice

The content on this website is for informational purposes only. It is not legal, financial, or professional advice. If you need specific guidance, please consult a qualified professional.

Our resources and guides are designed to help you evaluate technology solutions for your firm. They do not constitute recommendations for any specific course of action.

No Warranties

This website is provided “as is.” We do our best to keep the information accurate and the site running smoothly, but we can’t guarantee that:

  • The site will always be available or error-free
  • All information is complete, current, or accurate
  • The site is free of viruses or other harmful components

Limitation of Liability

Summitas is not liable for any indirect, incidental, or consequential damages arising from your use of this website. This includes, but is not limited to, lost data, lost profits, or business interruption.

Some jurisdictions do not allow these limitations, so they may not apply to you.

Changes to These Terms

We may update these terms from time to time. When we do, we’ll update the date at the top of this page. Your continued use of the site after changes are posted means you accept the updated terms.

Governing Law

These terms are governed by the laws of the State of New York. Any disputes will be resolved in the state or federal courts located in New York.

Copyright Concerns

If you believe any content on this site infringes your copyright, please let us know:

Summitas, LLC

5113 Piper Station Drive, Suite 206

Charlotte, NC 28277

Contact Us Online

Questions?

If you have questions about these terms, please get in touch. We’re happy to help.

Summitas

The client engagement platform for wealth management.

TRUSTe Verified DigiCert Secured TrustedSite Certified Secure AICPA SOC
Company
  • Why Summitas
  • Solutions
  • Technology
  • Customer Success
  • About
Resources
  • Pricing
  • Status Page
Trust & Security
  • Security Overview
  • SOC 2 Compliance
  • Privacy Policy
  • Terms of Service

© 2026 Summitas® LLC. All rights reserved.