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 ...

Jane Street Group LLC raised its holdings in shares of FT Vest U.S. Equity Moderate Buffer ETF – September (BATS:GSEP – Free ...

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

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

With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems. Prior to launching Summit, Reed founded and served as CEO of Black Diamond Performance Reporting.

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