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 ...

Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, launched in 2019, offers consolidated client reporting and portfolio management to ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial details of ...

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.