Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...

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.

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

The RIA acquirers' newest partnerships, involving an $800 million team and a $550 million wealth planning firm, give them ...

Led by founding partners and private wealth advisors Gautam ... By leveraging Summit's unparalleled resources and cutting-edge support systems, these firms are now poised to achieve unprecedented ...

Barron’s Advisor is an international community of wealth managers created over the ... and advanced ranking systems and technology, we are proud to be part of this community that continues ...

Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.