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. The firm’s ...

When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep ...

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

Orion said Thursday that it has agreed to acquire Summit Wealth Systems, the wealth management technology provider, and is bringing on board its co-founder, technology entrepreneur Reed Colley ...

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.

a next-generation portfolio management and reporting platform and appointing Reed Colley, its co-founder and CEO, as President of Orion Advisor Technology. The deal’s financial terms were not ...

When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep industry ...