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

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

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 ...

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve ...

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 ...

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

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