Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
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Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
Financial Advisor18d
Orion Acquires Reed Colley's Summit Wealth Systems
Co-founded by longtime fintech entrepreneur Reed Colley in 2019, Summit provides large registered investment advisors with modern and intuitive client reporting and portfolio management. The firm’s ...
Financial Advisor IQ15d
Orion Acquires FA Tech Provider Summit Wealth Systems
Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...
Financial Advisor18d
Orion Acquires Reed Colley's Summit Wealth Systems
Co-founded by longtime fintech entrepreneur Reed Colley in 2019, Summit provides large registered investment advisors with modern and intuitive client reporting and portfolio management.