Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
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InvestmentNews26d
Orion set to snap up RIA tech provider Summit Wealth Systems
On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting software tailored to large RIAs. The transaction is expected to close in ...
Think Advisor7d
Orion Nabs Another Former Envestnet Exec to Lead Operations
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
Financial Advisor25d
Orion Acquires Reed Colley's Summit Wealth Systems
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 ...
10 People to Watch in Wealth Management in 2025
Paul Atkins, nominee to serve as chairman of the Securities and Exchange Commission: Wealth management professionals can ...
Yahoo Finance26d
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 ...
Morningstar11d
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
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 ...