Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
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 ...
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
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 ...