Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
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💡 Don't miss this insightful interview with Orion CEO Natalie Wolfsen.
Today, Natalie Wolfsen is CEO of Orion Advisor Solutions, but years ago, her future was less clear after a business she had helped found went under. At that point, she had a choice to make: Should she follow her interests or her wallet? In this edition of The Ladder, she explains her decision — and how it ultimately paid off. #theladder #financialplanning #professionaldevelopment
Exciting news! 🎉 We’re thrilled to welcome Reed Colley, CEO of Summit Wealth Systems, to Orion as our incoming President of Orion Advisor Technology in 2025. “Our unified tech ecosystem will grow even stronger with Reed’s visionary leadership,” shared Natalie Wolfsen. Reed added, “I’ve long admired Orion’s commitment to advisors. Together, we’ll continue innovating to help advisors thrive.” This collaboration sets the stage for a new era of transformative wealth-tech solutions. Learn more about what’s ahead in the press release: https://bit.ly/3Dpr1JL
🎉 We are proud to share that our CEO Natalie Wolfsen has been included on this year’s InvestmentNews 2024 Hot List! This list celebrates 100 movers and shakers redefining success in the wealth management industry and who have made a notable impact in 2024. Under Natalie's guidance, Orion has formed strategic partnerships with notable firms, focused on expanding our capabilities and offering advisors top-tier solutions needed to thrive in a competitive market. Natalie's leadership has served to cement Orion’s position as a leader in the wealth-tech space. Congratulations to all who made the list! See the full list here: https://bit.ly/4iJ5N9C
💡 Tax-loss harvesting: A key strategy for success with direct indexing. For many advisors, tax-loss harvesting isn’t just a value-add — it’s a game-changer. Discover how leveraging this strategy through direct indexing can help reduce clients’ tax burdens and maximize after-tax returns. Dive in to explore the benefits and insights you can bring to your practice today. Read more: https://bit.ly/4f6pLIl #TaxLossHarvesting #DirectIndexing #WealthManagement #TaxAlpha
🎙️ “Orion OCIO simplifies the complexities.” – Rob Beck, Wealth Management CPAs As a CPA, Rob knows the importance of turning complex data into actionable insights. With Orion OCIO, he’s able to transform complex portfolio information into clear, concise plans that clients can easily understand. For advisors like Rob, Orion OCIO isn’t just a service — it’s a partner in delivering smarter, more efficient solutions for clients. Discover Rob's story — and how Orion OCIO can you simplify the complex. https://bit.ly/48WwOCd ______________________________ Orion has not compensated Rob Beck from Wealth Management CPAs specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Rob for the supplied statements.
🔥🔥🔥 Ascent 2025 is nearly 𝗦𝗢𝗟𝗗 𝗢𝗨𝗧 — claim your ticket before registration closes Monday, December 16th! Get ready to go all in on an unforgettable experience in Orlando. Register 𝗡𝗢𝗪 while you still can! orion.com/ascent #OrionAscent
Recent fines highlight the high cost of poor monitoring. Learn how compliance technology can help you: ✅ Detect risks like unusual trading patterns ✅ Support advisor independence ✅ Build resilience against challenges —read the blog now. https://bit.ly/41pGNhp
🌟 Huge news from last night! A big congratulations to our CEO, Natalie Wolfsen, for being named Executive of the Year at last night's ThinkAdvisor 2024 Luminaries Awards! This prestigious honor highlights her exceptional leadership and visionary impact on the industry. https://bit.ly/41vgkiv We're also thrilled to celebrate all of our Orion team members recognized for their excellence: 🏆 Executive of the Year – Natalie Wolfsen, CEO 🏆 Thought Leader of the Year – Daniel Crosby, Ph.D., Chief Behavioral Officer 🏆 Luminaries With a Heart – Bill Wostoupal, EVP, OCIO 🏆 Next-Gen Rising Stars – Jamie Susanin Ryan, CFA, Senior Portfolio Manager, Custom Indexing 🏆 Next-Gen Rising Stars – Naomi W., Behavioral Finance Analyst Congratulations to our inspiring team for this well-deserved recognition! 👏 #TALuminaries 𝘖𝘳𝘪𝘰𝘯 𝘥𝘪𝘥 𝘯𝘰𝘵 𝘱𝘢𝘺 𝘵𝘰 𝘣𝘦 𝘤𝘰𝘯𝘴𝘪𝘥𝘦𝘳𝘦𝘥 𝘧𝘰𝘳 𝘛𝘩𝘪𝘯𝘬𝘈𝘥𝘷𝘪𝘴𝘰𝘳 𝘓𝘶𝘮𝘪𝘯𝘢𝘳𝘪𝘦𝘴 𝘈𝘸𝘢𝘳𝘥𝘴. 𝘕𝘰𝘮𝘪𝘯𝘢𝘵𝘪𝘰𝘯𝘴 𝘸𝘦𝘳𝘦 𝘵𝘢𝘬𝘦𝘯 𝘢𝘵 𝘯𝘰 𝘤𝘰𝘴𝘵 𝘧𝘳𝘰𝘮 𝘧𝘪𝘳𝘮𝘴 𝘢𝘯𝘥 𝘪𝘯𝘥𝘪𝘷𝘪𝘥𝘶𝘢𝘭𝘴 𝘧𝘳𝘰𝘮 𝘢𝘤𝘳𝘰𝘴𝘴 𝘵𝘩𝘦 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘴𝘦𝘳𝘷𝘪𝘤𝘦𝘴 𝘪𝘯𝘥𝘶𝘴𝘵𝘳𝘺.
What's your "why" or reason for being a financial advisor? Mike Woods of Principal Wealth Group shares the big impact that financial advisors can have on communities, and why he loves the being in the business. You can read more of Mike's story here: https://lnkd.in/gnDbmprJ
🐘 It may be White Elephant Day, but not every gift needs to be a white elephant! With Orion Custom Indexing, your clients’ portfolios are designed to fit their unique needs — no unwanted surprises here. From tax-loss harvesting to personalized investment strategies, it’s the perfect way to deliver meaningful value and long-term growth. This White Elephant Day, give your clients a truly customized portfolio solution. 🎯 https://bit.ly/3B0USrb