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

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...

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

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 ...

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting software tailored to large RIAs. The transaction is expected to close in ...

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 ...

is acquiring Summit Wealth Systems, a next-generation portfolio management and reporting platform and appointing Reed Colley, its co-founder and CEO, as President of Orion Advisor Technology.

Paul Atkins, nominee to serve as chairman of the Securities and Exchange Commission: Wealth management professionals can ...

Orion said Thursday that it has agreed to acquire Summit Wealth Systems, the wealth management technology provider, and is bringing on board its co-founder, technology entrepreneur Reed Colley ...