Summa Advisory works with emerging and newly formed Fintech, Martech, Adtech and CX companies to help them quickly commercialize and achieve scale; and later-stage companies that need to be reimagined to reach the next level of growth and profitability. Summa Advisory also works with established financial institutions and companies seeking to identify, assess and secure Fintech, Martech, Adtech, CX providers or strategic alliances and partnerships to improve the efficacy of their business.

Summa Advisory is founded and led by Stephen Drees. He has held executive roles in companies engaged in online financial services, cards/payments, customer loyalty/experience, data management/analytics, advertising/marketing technology.

Stephen is an alumnus of YPO - Young President’s Organization and a two-time honoree as CEO of an Inc 500 growth company. Stephen is a subject matter expert, writer, speaker, and serves on advisory boards for companies within his domains of expertise. He is a member of the CMO Council and Online Lenders Alliance, and a FinTech4Good Fellow – a global network of leaders in technology, business, investment, and policy helping to accelerate and scale fintech innovation.

If you are a “Provider” of Fintech, Martech, Adtech or CX solutions or a “User” of these solutions and need assistance navigating these industries; Summa Advisory is uniquely positioned to assist you. We invite you to engage with us!