Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
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 ...
All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.
With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems. Prior to launching Summit, Reed founded and served as CEO of Black Diamond Performance Reporting.
GlobalData on MSN9d
Summit Financial buys Midway Wealth PartnersNew Jersey-based investment advisory firm Summit Financial has expanded its Chicagoland footprint with the acquisition of ...
Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
Results that may be inaccessible to you are currently showing.
Hide inaccessible results
Feedback