Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
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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 ...
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 ...
Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...
is acquiring Summit Wealth Systems, a next-generation portfolio management and reporting platform and appointing Reed Colley, its co-founder and CEO, as President of Orion Advisor Technology.