Wealth and Asset Management
Orion Lands Deal to Acquire Summit Wealth
Orion, one of the major providers of wealth management technology to larger RIAs, is acquiring Summit Wealth Systems, a next-generation portfolio management and reporting platform and appointing Reed Colley, its co-founder and CEO, as President of Orion Advisor Technology. Colley will report to Orion CEO Natalie Wolfsen and replace Brian…
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