Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its ...

Later, which is backed by Summit Partners, has acquired Mavely, a Chicago-based influencer marketing platform for $250 million. The seller was Rhyz Inc, a subsidiary of Nu Skin Enterprises.

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

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

Reed, along with Summit's 12 employees, will join Orion upon the close of the transaction, and Summit will become a brand entity of Orion. The transaction is expected to close in early 2025 following ...

Summit’s offering is a client-centric portfolio management software that tries to personalize the user experience, Orion explained. However, it’s Colley himself that originally attracted Orion’s ...

Summit Place Financial Advisors LLC cut its holdings in shares of Microsoft Co. (NASDAQ:MSFT – Free Report) by 6.0% during ...