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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 ->

October 12, 2024 | Video

Video: The Summit Mobile Experience

See the Summit Wealth Systems mobile app in action

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October 12, 2024 | Video

Check out this short demo video for a closer look at Summit’s powerful mobile experience.

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May 9, 2024 | webinar

Webinar: Summit Platform Overview + Q&A

Check out this on-demand look at the Summit platform. Explore how Summit helps advisors break down technology silos, leverage the power of data visualization more effectively, and automate manual tasks to improve efficiency.

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August 16, 2023 | video

Video: Reed Colley Interview with Shannon Rosic at WealthStack ‘23

In this interview with Shannon Rosic, Summit co-founder Reed Colley discusses how the WealthTech space has evolved and grown in service of advisors and their clients.

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September 21, 2023 | press-release

Summit Wealth Systems Recognized for Innovation in the 2023 Wealthmanagement.com “Wealthies” Industry Awards

Wealth Journey relationship tool wins in the highly competitive Innovation – New Applications category for highlighting the human elements in the advisor-client relationship

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