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

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

Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.

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 ...

Paul Atkins, nominee to serve as chairman of the Securities and Exchange Commission: Wealth management professionals can ...

Just as the iPhone ushered in an era of mobile-first thinking, Web3 is bringing decentralized-first thinking to wealth ...

This webinar is a roadmap to the future of wealth management. With actionable strategies, expert insights, and interactive Q&A sessions, the GrowthTech Summit is your chance to harness the power ...

Barron’s Advisor is an international community of wealth managers created over the ... and advanced ranking systems and technology, we are proud to be part of this community that continues ...

Led by founding partners and private wealth advisors Gautam ... By leveraging Summit's unparalleled resources and cutting-edge support systems, these firms are now poised to achieve unprecedented ...