Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
Reed co-founded Summit Wealth Systems in 2019 to elevate technology for modern wealth management advisors. In 2003, Reed ...
Summit Wealth & Retirement Planning Inc. Has $1.16 Million Stake in NVIDIA Co. (NASDAQ:NVDA)
Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...
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
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, Summit ...
Financial Advisor18d
Orion Acquires Reed Colley's Summit Wealth Systems
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 ...