Signet Financial Management, a New Jersey-based RIA with $1.2 billion in assets, has joined Summit Financial’s national platform. This partnership marks a significant strategic milestone for our team, as Summit — a $24 billion wealth management firm — will evaluate incorporating the Holistico platform into its broader technology ecosystem for its network of over 525 financial professionals.
Practitioner-led innovation: from quantitative core to AI agent
Holistico’s evolution is deeply rooted in Signet Financial Management, which has served as the long-term enterprise proving ground for our technology. For over twenty years, the Signet advisors have utilized a proprietary multi-factor quantitative engine to analyze and manage portfolios with institutional-level precision. This practitioner-led approach ensures that our tools are built to solve the specific operational challenges and manual frictions inherent in high-growth advisory firms.
Our latest advancement, Holi™, represents the next chapter in this journey. As a full investment cycle AI agent, Holi™ integrates these decades of empirical research into an agentic framework designed to automate complex advisor workflows. It moves beyond simple analysis to execute the investment research and portfolio management tasks that allow enterprise RIAs to scale while maintaining high standards of rigor.
As we look toward potential integration within the Summit Financial platform, we remain committed to maintaining the highest standards of data security, recently evidenced by achieving System and Organization Controls (SOC) 2® Type II compliance. This independent validation ensures that as our technology scales, our partners’ data remains protected under the most rigorous industry standards.
Read the full partnership announcement here.
