Orion Acquires Summit Wealth Systems
January 2, 2025
Orion has completed the acquisition of Summit Wealth Systems, an award-winning advisor technology provider. Summit's co-founder and CEO Reed Colley joined Orion as President of Orion Advisor Technology, and Summit's 12 employees transitioned to Orion as the company integrates Summit's software into its platform.
- Buyers
- Orion
- Targets
- Summit Wealth Systems
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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