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

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

Reed, along with Summit's 12 employees, will join Orion upon the close of the transaction, and Summit will become a brand entity of Orion. The transaction is expected to close in early 2025 following ...

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 ...

SAN FRANCISCO, December 19, 2024--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a ...

Anniversary Private Gala Dinner & Global Trust Summit 2024 wrapped up in Malaysia! KUALA LUMPUR, MALAYSIA / ACCESSWIRE / ...

Sarah advances food sovereignty through legume seed production, engaging over 3,000 rural women and youth. These awardees highlight the far-reaching social and economic impact of women-led enterprises ...

BPI Wealth, the wealth management arm of the Bank of the Philippine Islands, the country’s fourth largest bank in assets, has ...