Orion Announces Agreement to Acquire Summit Wealth Systems; …
3 days ago · 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.
Orion enters deal to buy wealthtech Summit Wealth Systems
2 days ago · Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...
Orion to Acquire Summit Wealth - ThinkAdvisor
3 days ago · Summit co-founder Reed Colley, ... News December 19, 2024 at 12:18 PM ... He co-founded Summit Wealth in 2019 alongside Anthony Sperling, ...
Orion Announces Agreement to Acquire Summit Wealth
3 days ago · 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.
Orion Lands Deal to Acquire Summit Wealth
3 days ago · Despite the good news and notable industry wins (for example, ... Summit Wealth Systems was founded by Colley (who also founded Black Diamond, later acquired by Advent) in 2020.
Orion Acquires Reed Colley's Summit Wealth Systems
2 days ago · 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 ...
Orion Announces Agreement to Acquire Summit Wealth Systems; …
4 days ago · Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems.
Orion set to snap up RIA tech provider Summit Wealth Systems
3 days ago · Summit, which was co-founded by Colley in 2019, delivers client-centric portfolio management software designed to foster stronger relationships between advisors and their clients.
Orion to expand wealth management solutions with acquisition of Summit
3 days ago · Orion, a leading provider of wealth management technology, has announced a definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider. The acquisition, expected to close in early 2025, will see Summit’s CEO, Reed Colley, join Orion as President of Orion Advisor Technology.
Orion Announces Agreement to Acquire Summit Wealth Systems; …
3 days ago · Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider.When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to ...
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