Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its technology solutions for wealth management advisors.
As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement ...
As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive ...
As part of the transaction, Summit’s co-founder and CEO, Reed Colley, joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement was ...
December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...
Two-time women's champion Hellen Obiri and defending male champion Sisay Lemma will return to compete in the 2025 Boston ...