# Summit Wealth Systems funding: rounds and investors

> Summit Wealth Systems has raised $20M across 1 round since 2022. Investors include Y Combinator and Nyca Partners. Every round with its source.

Source: https://millionrounds.com/company/summit-wealth-systems (Millionrounds; every figure on the page links to its filing or article)

United States · [Series A startup](https://millionrounds.com/companies)

# Who invested in *Summit Wealth Systems*

One round we have observed, with the 2 investors named in it. Every figure came from a named source, and where the company reported a raise to the SEC itself, that is shown beside it.

Cloud Software

Funding summary Updated 26 Oct 2026

**$20M** raised across 1 round since 2022, from 1 source

- **Latest round:** Series A, $20M Mar 2022
- **Investors:** 2

See who backed them

## The rounds

- **Mar 2022** Series A **$20M** [Y Combinator](https://millionrounds.com/fund/y-combinator) [Nyca Partners](https://millionrounds.com/fund/nyca-partners) Source recorded

## Founders and team

From Summit Wealth Systems's own website.

Advisers *Fiduciary Flywheel Methodology* *Release Notes*

## Everyone who backed them

[Y Combinator](https://millionrounds.com/fund/y-combinator) Accelerator **1** round

[Nyca Partners](https://millionrounds.com/fund/nyca-partners) VC firm **1** round

Missing a round, or an investor who was in one? [Tell us](https://millionrounds.com/corrections?slug=summit-wealth-systems).

## Quick answers about Summit Wealth Systems

### Who invested in Summit Wealth Systems?

Summit Wealth Systems's investors include Y Combinator and Nyca Partners.

### How much has Summit Wealth Systems raised?

Summit Wealth Systems has raised $20M across 1 round since 2022.

### When did Summit Wealth Systems last raise?

Summit Wealth Systems's most recent round was a Series A of $20M in Mar 2022.

### What was Summit Wealth Systems's biggest round?

Its most recent round, $20M in Mar 2022, is also its largest on record.

### Who backed Summit Wealth Systems first?

Summit Wealth Systems's first round on record, in Mar 2022, was backed by Y Combinator and Nyca Partners.

### What stage is Summit Wealth Systems at?

Summit Wealth Systems's latest named round is a Series A, in Mar 2022.

### Where is Summit Wealth Systems based?

Summit Wealth Systems is based in the United States.

## Companies like Summit Wealth Systems

In the same sector, and raised in the last eighteen months.

[**SpaceX** $42B · Oct 2026](https://millionrounds.com/company/spacex)[**TruAgents** $3.4M · Oct 2026](https://millionrounds.com/company/truagents)[**Blacksmith** $131M · Oct 2026](https://millionrounds.com/company/blacksmith)[**Fireworks AI** $1.7B · Oct 2026](https://millionrounds.com/company/fireworks-ai)[**VECKTA** $11M · Oct 2026](https://millionrounds.com/company/veckta)[**Punch** $11M · Oct 2026](https://millionrounds.com/company/punch)

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