Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve ...

Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...

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

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.

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 ...

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...