Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...

Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...

As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

Credit: Amnaj Khetsamtip/Shutterstock. Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand ...

M&T Bank Corp grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 37.0% in the third ...