Announced

Completed

Orion completed the acquisition of Summit Wealth Systems.

Synopsis

Orion, a provider of transformative wealthtech solutions for financial advisors and the enterprise firms, completed the acquisition of Summit Wealth Systems, an advisor technology provider. Financial terms were not disclosed. "The upcoming integration of Summit with Orion’s connected end-to-end wealthtech platform technology will bring tremendous value to financial advisors and the investors they serve. Our combined capabilities will be unparalleled in the fintech space. I am beyond excited to step into the role of President of Orion Advisor Technology" Reed Colley, Summit Wealth Systems CEO and Co-Founder.

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