As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

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

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary ...

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...

New Jersey-based investment advisory firm Summit Financial has expanded its Chicagoland footprint with the acquisition of ...

BPI Wealth, the wealth management arm of the Bank of the Philippine Islands (BPI), unveiled BPI Wealth Builder—an innovative ...

Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.