Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
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Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
Morningstar5d
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
As part of the transaction, Summit’s co-founder and CEO, Reed Colley,joined Orion today as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. The definitive agreement ...
WealthManagement.com19d
Orion Lands Deal to Acquire Summit Wealth
a next-generation portfolio management and reporting platform and appointing Reed Colley, its co-founder and CEO, as President of Orion Advisor Technology. The deal’s financial terms were not ...
Financial Advisor18d
Orion Acquires Reed Colley's Summit Wealth Systems
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.
Financial Advisor18d
Orion Acquires Reed Colley's Summit Wealth Systems
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 ...
Think Advisor19d
Orion to Acquire Summit Wealth
Orion said Thursday that it has agreed to acquire Summit Wealth Systems, the wealth management technology provider, and is bringing on board its co-founder, technology entrepreneur Reed Colley ...