Orion Acquires Summit Wealth Systems
January 2, 2025
Orion, a wealthtech provider, completed its acquisition of Summit Wealth Systems, an advisor technology provider. Summit’s co-founder and CEO, Reed Colley, joined Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen.
- Buyers
- Orion
- Targets
- Summit Wealth Systems
- Industry
- Wealth Management
- Location
- Nebraska, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.