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Summitas

Security and trust center evidence

Summitas is the client engagement platform for wealth

summitas.comLast verified 2 Nov 2026
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Summary

EU-US Data Privacy Framework mark, CertReports state Verified as of 2 Nov 2026DPFVerified

Summitas has 1 registry-verified row in the CertReports index, last verified 2 Nov 2026. The strongest row is EU-US Data Privacy Framework: Active: EU-US Certification, SW-US Certification. This page is independent of the vendor’s own trust centre: dates, sources and caveats come from CertReports captures.

Reviewer brief

As of 2 Nov 2026, CertReports holds 1 registry-verified row for Summitas, drawn from the Data Privacy Framework list. Summitas is listed in the Data Privacy Framework list for EU-US Data Privacy Framework (Active: EU-US Certification, SW-US Certification), dated 26 Oct 2016. No public evidence was found for SOC 2, ISO/IEC 27001, HIPAA and GDPR as of 2 Nov 2026; that is a gap in the public record, not a finding of non-coverage, and the vendor can supply it under NDA.

  • EU-US Data Privacy Framework: Active: EU-US Certification, SW-US Certification, verified as of 2 Nov 2026

Facts only, each dated; nothing here is inferred, scored or advised.

Evidence count

1verified rows

client engagementclient portaldocument managementwealth management

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Compliance grid

No public evidence yet for HIPAA, SOC 2, GDPR, FedRAMP, PCI DSS, ISO 27001, CSA STAR, Cyber Essentials, ISO 27701, ISO 42001. This does not mean the vendor lacks them; it means nothing public was found at the last check.

Subprocessors

No subprocessor list captured yet.

Change history

  1. 18 Sep 2026First indexed by CertReports1 evidence row across 1 framework entered the index.

Evidence against regulations

All regulations for Summitas

How much of each regulation’s vendor requirements Summitas’s public evidence reaches.

Reviewing a vendor on public evidence

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