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We’re thrilled to announce that Summit has been acquired by Orion! As we join the Orion family, we’re eager to drive even greater innovation for advisors and their clients. Rest assured, the Summit platform you know and trust will continue seamlessly, ensuring uninterrupted service for our valued clients. Learn More ->

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Reed Colley in Advisor Perspectives: “Turning Client Values into the Seeds of Abundance”

By Lia Buelow | May 1, 2024
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Podcast: “The Dynamics of Innovation in Wealth Management Technology with Reed Colley”

By Lia Buelow | January 30, 2024
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RIABiz: “Reed Colley reports $20-billion AUA RIA win — a legacy Envestnet-Tamarac shop — as proof point Summit Wealth software is ascendant”

By Lia Buelow | January 11, 2024
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Podcast: “Embracing Technology for Next-Level Wealth Management With Reed Colley”

By Lia Buelow | January 8, 2024
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Financial Advisor: “Looking Out For The Amazon Of Financial Services”

By Lia Buelow | December 13, 2023
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Podcast: “Creating a Modern Wealth Management Platform with Reed Colley”

By Lia Buelow | October 31, 2023
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WealthManagement.com: “Reed Colley on the Importance of Providing Advisors with the Right Tools”

By Lia Buelow | November 18, 2022
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RIABiz: “Reed Colley exits beta swinging with a $20-million raise and $20 billion of client AUA based on a plan to give RIAs their own operating systems”

By Lia Buelow | March 30, 2022
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