Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...

Reed co-founded Summit Wealth Systems in 2019 to elevate technology for modern wealth management advisors. In 2003, Reed ...

Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.

December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...

Orion acquired Summit Wealth Systems to strengthen its technology offerings for wealth management advisors. Credit: Noom_Studio/Shutterstock. Wealthtech solutions ...

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the completion of its acquisition of Summit Wealth ...