A private, award winning consulting firm, summusgroup provides tailored, value-based solutions to large and middle-market companies across fintech, financial and business services.

Nearly a decade ago, our founders launched the company in an extremely competitive market with a simple vision – attract and retain passionate, collaborative, high integrity teammates who drive outstanding client results and give back to their communities. After successfully completing hundreds of engagements across multiple Fortune 100 clients, summusgroup stands as a premier challenger in the U.S. consulting market.

Our employees make all the difference and that’s why summusgroup is considered a family. While we’re honored for local and national awards from Consulting Magazine, Inc. 5000 and the Charlotte Business Journal, we realize market recognition will never replace the bonds with our people who in turn serve our clients.

We’re proud and grateful that 100% of our clients recommend summusgroup to peers and colleagues. The market has never moved faster and summusgroup offers a range of client solutions to help drive profitability, optimize costs, control risks and respond efficiently and effectively to change. #findyoursummus



We relentlessly pursue the happiness of our associates, the satisfaction of our clients, and the improvement of our communities with integrity and passion. At summusgroup, our Core Purpose, Vision, and Mission are simple; build a consulting company focused on four instrumental Core Values:

Drive to be Great

  • Be the best version of yourself.

  • Strive to leave a legacy marked by a commitment to helping others grow into the best they can be.

  • Seek opportunities.

Lead by Example

  • Be the leader others want to follow.

  • Put your personal agenda aside.

  • Assume the best in others.

  • Always be professional.

Take Action

  • Be proactive.

  • Identify and suggest opportunities that add value and improve our company, our clients and our community.

  • Take an active role in your own career growth.

Be Resilient

  • Understand that with great challenges come great opportunities.

  • Persevere through difficulties while maintaining professionalism in all interactions.

  • Be adaptable and flexible. Have the ability to shift quickly to meet the needs of the moment.