Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...

Co-founded by longtime fintech entrepreneur Reed Colley in 2019, Summit provides large registered investment advisors with modern and intuitive client reporting and portfolio management.

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 ...

Co-founded by longtime fintech entrepreneur Reed Colley in 2019, Summit provides large registered investment advisors with modern and intuitive client reporting and portfolio management. The firm’s ...