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

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 (Summit) has picked a minority stake in North Carolina-based ...

With 25 years of deep industry experience, Reed is the co-founder and CEO of Summit Wealth Systems. Prior to launching Summit, Reed founded and served as CEO of Black Diamond Performance Reporting.

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

In a press release Wednesday, Summit said Gordon Asset, which has offices in Durham and Pinehurst, N.C., has joined Summit’s partnership model, Summit Growth Partners. The firm manages $220 million in ...

The RIA acquirers' newest partnerships, involving an $800 million team and a $550 million wealth planning firm, give them ...

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.