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

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

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...

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

Plus, AI research from the CFA Institute on defined contribution plans and Interactive Brokers rolls out AI Commentary ...

The wealth management and technology services provider Orion has named Chris Shutler as its new head of strategy. Shutler is tasked with the development and execution of the firm’s evolving ...

He reports to Orion Chief Financial Officer Mark Mayo. With more than 20 years of experience in strategy, finance, and market intelligence, Chris brings a wealth of relevant expertise to Orion.

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