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

Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

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.

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 ...

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