PARSIPPANY, N.J.--(BUSINESS WIRE)--Aug 26, 2025-- Summit Financial (“Summit”), ​​a preeminent investment advisory firm empowering advisors to deliver​​ family office services and optimize business growth, today announced the addition of eight wealthtech tools to its integrated technology ecosystem as well as plans for ongoing exploration of new, innovative solutions. These latest tools — spanning the spectrum of AI-powered lead generation, digital marketing automation, client service technology, and M&A opportunity analytics — can help advisors accelerate growth, streamline operations, and deliver high-touch family office services at scale to their high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients. “The staggering pace of AI innovation in wealth management is accelerating, so it’s critical that advisors adopt technology today to compete and win,” saidStan Gregor, Chairman and CEO of Summit Financial.