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Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a full plate of offerings for Summit advisors. It delves into Summit Financial's technology choices.
Friday, October 31, 2025
Stan Gregor, the CEO of Summit Financial, discusses his attempt to right the wrongs of past tech stacks with a full plate of offerings for Summit advisors. It delves into Summit Financial's technology choices.
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Request a DemoOr start free trial →What's In My Wealthstack: Summit Financial takes place on Friday, October 31, 2025.
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