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 co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.

When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. With 25 years of deep ...

At that point, Summit’s CEO, Reed Colley, will join Orion as president of Orion Advisor Technology, reporting to Orion CEO ...

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

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

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

When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of Orion Advisor ...