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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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Summit Wealth Recognized as a Technology Leader in the 2024 “WealthTech 100” Rankings

By Lia Buelow | April 4, 2024
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Brighton Jones Partners with Summit Wealth Systems for Client and Advisor Experience Technology

By Lia Buelow | January 11, 2024
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Summit Wealth Systems Recognized for Innovation in the 2023 Wealthmanagement.com “Wealthies” Industry Awards

By Lia Buelow | September 21, 2023
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Summit Accelerates Business Momentum After Successful Launch

By Lia Buelow | December 14, 2022
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