Orion Announces Agreement to Acquire Summit Wealth Systems…
Dec 19, 2024 · 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.
Orion to Acquire Summit Wealth - ThinkAdvisor
News December 19, 2024 at 12:18 PM Share & Print. Orion said Thursday that it has agreed to acquire Summit Wealth Systems, the wealth management technology provider, ...
Orion set to snap up RIA tech provider Summit Wealth Systems
Dec 19, 2024 · Orion is expanding its portfolio of tech capabilities with a strategic takeover of an award-winning advisor tech platform. On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a ...
Orion enters deal to buy wealthtech Summit Wealth Systems
6 days ago · 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.
Orion Acquires Reed Colley's Summit Wealth Systems
6 days ago · Wealth-tech firm Orion has announced the acquisition of Summit Wealth Systems, a California-based advisor technology provider. Co-founded by longtime fintech entrepreneur Reed Colley in 2019 ...
Orion to expand wealth management solutions with acquisition of Summit
Dec 20, 2024 · Orion, a leading provider of wealth management technology, has announced a definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider. The acquisition, expected to close in early 2025, will see Summit’s CEO, Reed Colley, join Orion as President of Orion Advisor Technology.This strategic move is poised to enhance Orion’s already comprehensive ...
Orion Announces Agreement to Acquire Summit Wealth Systems…
Dec 16, 2024 · OMAHA, Neb., & SAN FRANCISCO– (BUSINESS WIRE) — Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider.
Orion Lands Deal to Acquire Summit Wealth
Dec 19, 2024 · Orion, one of the major providers of wealth management technology to larger RIAs, is acquiring Summit Wealth Systems, a next-generation portfolio management and reporting platform and appointing...
Orion Announces Agreement to Acquire Summit Wealth Systems…
Dec 19, 2024 · Orion announced a definitive agreement to acquire Summit Wealth Systems. 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.
Orion To Buy Summit Wealth Systems - pulse2.com
Orion, a provider of transformative wealth-technology solutions for financial advisors and the enterprise firms that serve them, announced a definitive agreement to acquire advisor technology provider Summit Wealth Systems. When the deal closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to …