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 deal with Gordon Asset Management is part of the RIA’s Summit Growth Partners initiative and represents its 18th ...

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

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