Summit Wealth & Retirement Planning Inc. decreased its position in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 14.7% in the 3rd ...

Wealthtech giant Orion has reached an agreement to acquire advisor technology provider Summit Wealth Systems. Summit, ...

M&T Bank Corp grew its stake in shares of Palantir Technologies Inc. (NASDAQ:PLTR – Free Report) by 37.0% in the third ...

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

Wealthtech solutions provider Orion has agreed to acquire Summit Wealth Systems, a technology provider for investment ...

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.

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve ...

BAE Systems (LON: BA) will provide and integrate actuator control units (ACUs) for JetZero's next-generation blended wing ...

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

TradePMR's Robb Baldwin outlines the value the deal brings to RIAs, including a more tech-driven referral program and ...

Led by founding partners and private wealth advisors Gautam ... By leveraging Summit's unparalleled resources and cutting-edge support systems, these firms are now poised to achieve unprecedented ...