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

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...

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 ...

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 ...

At the 2024 summit attendees experienced a groundbreaking one-day conference that navigated the intricate landscape of domestic and global economic affairs, setting the stage for transformative change ...

The Chic Experience is proud to announce the return of The Summit, a Business and Leadership Conference, set to take place on ...

Related: Orion Lands Deal to Acquire Summit Wealth Through the partnership, advisors, marketers and growth teams across Mariner will now have access to lead and client insights generated by ...