Summitas was founded in 2007 by a group of entrepreneurs with extensive experience in serving ultra-high net worth clients and developing software. It was their vision to leverage technology and provide an exclusive set of services and support for this segment's 21st century needs. Expertise brought to the creation of Summitas included wealth management, family office stewardship and management, online financial services, information technology, distributed computing, and information security. Howard Milstein (New York Private Bank & Trust, Nicklaus Companies, Golf Magazine) cofounded Summitas with Stephen Martiros (CCC Alliance, Martiros Strategies) and Dan Gregerson (Intelligent Technologies, PeerLogic). Bill Wyman (BNY Mellon, Rockefeller, Deutsche Bank, J.P. Morgan) joined as CEO in 2010. Today, Summitas is an award-winning engagement platform to securely exchange confidential information, store sensitive documents, and share ideas – all from one place.