Orion concludes acquisition of Summit Wealth Systems
Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...
Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
Reed co-founded Summit Wealth Systems in 2019 to elevate technology for modern wealth management advisors. In 2003, Reed ...
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Orion concludes acquisition of Summit Wealth Systems
Orion acquired Summit Wealth Systems to strengthen its technology offerings for wealth management advisors. Credit: Noom_Studio/Shutterstock. Wealthtech solutions ...
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Orion Completes Acquisition of Summit Wealth Systems, Welcomes Reed Colley as President of Orion Advisor Technology
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the completion of its acquisition of Summit Wealth ...
Parks Associates: Video Doorbells Have A 71% Service Attach Rate, One Of The Highest Among Smart Home Devices
Developed in partnership with Cardinal Peak , the white paper highlights pain points in the product development process, ...