Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
Paul Atkins, nominee to serve as chairman of the Securities and Exchange Commission: Wealth management professionals can ...
Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...
All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.
Reed, along with Summit's 12 employees, will join Orion upon the close of the transaction, and Summit will become a brand entity of Orion. The transaction is expected to close in early 2025 following ...
Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
Wealth-tech firm Orion has announced the acquisition of Summit Wealth Systems, a California-based advisor technology provider. Co-founded by longtime fintech entrepreneur Reed Colley in 2019 ...