Orion enters deal to buy wealthtech Summit Wealth Systems
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
Financial Advisor IQ3d
Orion Acquires FA Tech Provider Summit Wealth Systems
Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...
WealthManagement.com6d
Orion Lands Deal to Acquire Summit Wealth
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
Yahoo Finance7d
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology
With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems. Prior to launching Summit, Reed founded and served as CEO of Black Diamond Performance Reporting.
Financial Advisor6d
Orion Acquires Reed Colley's Summit Wealth Systems
All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.
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 ...
Yahoo Finance7d
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology
SAN FRANCISCO, December 19, 2024--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a ...
privatebankerinternational6d
Orion enters deal to buy wealthtech Summit Wealth Systems
Credit: Amnaj Khetsamtip/Shutterstock. Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand ...