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

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the completion of its acquisition of Summit ...

"Today, we welcome Reed Colley and Summit team members to Orion and start bringing Orion and Summit Wealth Systems together to benefit advisors by streamlining their workflows and helping them build ...

Orion acquired Summit Wealth Systems to strengthen its technology offerings for wealth management advisors. Credit: Noom_Studio/Shutterstock. Wealthtech solutions ...

Developed in partnership with Cardinal Peak , the white paper highlights pain points in the product development process, ...