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

Summit Wealth Systems was founded by Colley (who ... wealth modeling, and financial planning, as well as advisor-client collaboration tools, portfolio management and performance reporting.

Summit Wealth Partners LLC raised its holdings in Apple Inc. (NASDAQ:AAPL – Free Report) by 0.7% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm ...

Wealthtech solutions provider Orion has acquired advisor technology provider Summit Wealth Systems, a move that bolsters its technology solutions for wealth management advisors. The deal ...

In a press release Wednesday, Summit said Gordon Asset, which has offices in Durham and Pinehurst, N.C., has joined Summit’s partnership model, Summit Growth Partners. The firm manages $220 million in ...

we welcome Reed Colley and Summit team members to Orion and start bringing Orion and Summit Wealth Systems together to benefit advisors by streamlining their workflows and helping them build ...

Meanwhile, Gordon's integrated approach to financial planning, which combines workplace benefits ... s capabilities in this ...

Wealth-tech firm Orion has announced the acquisition of Summit Wealth Systems, a California-based advisor technology provider. Co-founded by longtime fintech entrepreneur Reed Colley in 2019, Summit ...

Headquartered in Illinois, Midway Wealth Partners manages roughly ... as well as business transition and succession planning. Babjak said: “With Summit's extensive resources and expertise ...

Orion said Thursday that it has agreed to acquire Summit Wealth Systems, the wealth management technology provider, and is bringing on board its co-founder, technology entrepreneur Reed Colley ...