All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.
Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...
The private equity-backed RIA aggregator has expanded its footprint with two new acquisitions in Minnesota and Virginia.
As part of the deal, serial entrepreneur Reed Colley will join Orion from Summit as president of its technology unit.
Alchemy Pay, the world-leading fiat-payment gateway, has achieved a significant milestone successfully registering under Visa's new Ramp Provider Program. This registration, made possible through it's ...
Summit co-founder Reed Colley, who founded Black Diamond, will lead tech at Orion, reporting to CEO Natalie Wolfsen.
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve ...
At that point, Summit’s CEO, Reed Colley, will join Orion as president of Orion Advisor Technology, reporting to Orion CEO ...
“California won’t wait until the next school or mass shooting to act,” Newsom stated on his website.“With no action from Congress, our state is once again taking the lead by reinforcing our top-ranked ...