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

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.

New Jersey-based investment advisory firm Summit Financial (Summit) has picked a minority stake in North Carolina-based ...

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment advisors. Summit will operate as a brand entity within Orion. Financial ...

With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems. Prior to launching Summit, Reed founded and served as CEO of Black Diamond Performance Reporting.

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