Orion to Acquire Summit Wealth - ThinkAdvisor
1 day ago · Summit co-founder Reed Colley, who founded Black Diamond, ... News December 19, 2024 at 12:18 PM ... At Orion, Colley will report to CEO Natalie Wolfsen, taking on the title of president of Orion ...
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley …
1 day ago · 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.
Orion Acquires Reed Colley's Summit Wealth Systems
17 hours ago · Wealthtech 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 ...
Orion Acquires Summit Wealth, CEO Reed Colley Joins as …
1 day ago · Summit’s 12 employees will join Orion, and the brand will, for now, live on within Orion. Despite the good news and notable industry wins (for example, Seattle-based RIA Brighton Jones signed an ...
Reed Colley is back as Orion's president with the immense task of ...
1 day ago · Colley sold Black Diamond to Advent in 2011 and rose to the top, but the challenge is greater this time because he doesn't have the same software tabula rasa, sources say. News, Vision & Voice for the Advisory Community
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley …
1 day ago · 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 Systems, an award-winning advisor technology provider.When the transaction closes in early 2025, Summit's CEO, Reed Colley, will join Orion as President of Orion Advisor Technology, reporting to Orion ...
Orion set to snap up RIA tech provider Summit Wealth Systems
1 day ago · At that point, Summit’s CEO, Reed Colley, will join Orion as president of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen. ... Latest News With two weeks to spare, RIA M&A ...
Orion enters deal to buy wealthtech Summit Wealth Systems
21 hours ago · Upon completion of the deal, Summit CEO Reed Colley will move to Orion as the president of Orion Advisor Technology. Colley, with 25 years of industry expertise, will report to Orion CEO Natalie Wolfsen. In addition to Reed, 12 Summit employees will join the Orion team.
Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley …
2 days ago · 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... Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology - PANHANDLE - …
Orion on LinkedIn: Exciting news! We’re thrilled to welcome Reed ...
Exciting news! 🎉 We’re thrilled to welcome Reed Colley, CEO of Summit Wealth Systems, to Orion as our incoming President of Orion Advisor Technology in 2025.“Our unified tech ecosystem will ...
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