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

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

Reed, along with Summit's 12 employees, will join Orion upon the close of the transaction, and Summit will become a brand entity of Orion. The transaction is expected to close in early 2025 following ...

All 12 of Summit's employees including its CEO will become Orion employees and the firm will operate as a separate entity under Orion.

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.

On Thursday, Orion unveiled plans to acquire Summit Wealth Systems, a provider of portfolio management and client reporting ...

SAN FRANCISCO, December 19, 2024--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today a ...