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.

New Jersey-based investment advisory firm Summit Financial has expanded its Chicagoland footprint with the acquisition of ...

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 Place Financial Advisors LLC cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 6.0% during ...

The deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th ...

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