Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...

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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 is expanding its portfolio of tech capabilities with a strategic takeover of an award-winning advisor tech platform. On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a ...

Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.

Orion, one of the major providers of wealth management technology to larger RIAs, is acquiring Summit Wealth Systems, a next-generation portfolio management and reporting platform and appointing ...

Seattle, United States, January 9th, 2025, ChainwireEve Wealth has announced the inaugural Eve Wealth Summit, an innovative ...

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the completion of its acquisition of Summit ...

OMAHA, Neb. & SAN FRANCISCO, January 02, 2025--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, ...