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 ...

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 ...

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 the ...

Brighton Jones, a Seattle-based registered investment advisor with more than $20 billion in assets under advisement, has signed an agreement with Summit Wealth Systems to provide its advisors access ...

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 ...

We’ve distilled our experiences into insights that derive meaning from the underlying data. We’re creating experiences that help users who are approaching the wealth management process with varying ...