OMAHA, Neb., & 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 definitive agreement to acquire Summit Wealth Systems, an award-winning advisor technology provider. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion […]
The post Orion Announces Agreement to Acquire Summit Wealth Systems; Reed Colley to join as President of Orion Advisor Technology first appeared on San Francisco News.
Author : SanFrancisco
Publish date : 2024-12-21 01:52:54
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