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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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Video: The Summit Mobile Experience

By Lia Buelow | October 12, 2024
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Video: Summit’s Core Motivation

By Lia Buelow | October 12, 2024
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Video: Humanizing Through a Unified Experience

By Lia Buelow | October 12, 2024
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Video: Solving Data Fragmentation with Data Home

By Lia Buelow | October 12, 2024
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Video: Solving for the Shortfalls of Legacy Technology

By Lia Buelow | October 12, 2024
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Video: Leading with Design Thinking

By Lia Buelow | October 12, 2024
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Video: Summit is a Culture of Caring

By Lia Buelow | October 12, 2024
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Video: Reed Colley Interview with Shannon Rosic at WealthStack ‘23

By Lia Buelow | August 16, 2023
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