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
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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.
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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
Great perspective, Ben!
Another Market Drop—But Here’s Why We're Not Panicking The S&P 500 closed down again yesterday, a continuation of recent drawdowns. If you’re feeling unsettled, you’re not alone. I just recorded a quick video breaking down what’s happening, why volatility like this can feel so jarring, and why I’m not hitting the panic button. If you’re wondering what this means for your portfolio (and how to keep a level head through it all), check it out. Watch the video here: https://lnkd.in/gX6cVjzT For more market volatility content, please check out Orion's new microsite: https://lnkd.in/g4y_gJQr
🚀 Scaling a firm isn’t just about growth—it’s about efficiency, too. Join us for an exclusive webinar, Scaling You: The Secret to Scaling Growth & Efficiency, where we’ll explore how one advisor transformed his practice—streamlining operations while keeping client relationships front and center. Featuring: 🔹 Michael Folker – Orion's EVP, OCIO 🔹 Blake Street, CFA, CFP® – Founder, Warren Street Wealth Advisors Key Takeaways: ✅ How to personalize client experiences at scale ✅ The tech and tools that make efficiency possible ✅ Lessons from a real advisor who made it happen 📅 Date & Time: Tuesday, April 1 at 2pm ET 🔗 Save Your Spot Now: https://bit.ly/4ireZP4 If you’re looking to scale your practice without adding complexity, this session is for you! #FinancialAdvisors #WealthManagement #ScalingYourPractice #AdvisorGrowth
We are thrilled to announce Michael Mandelos has joined Orion as our new EVP, Wealth Management Product! 🌟 Michael brings over 25 years of strategic expertise to our team. His experience in investment product management and development makes him the perfect fit to help us continue delivering innovative, fiduciary-focused solutions that empower advisors and their clients Please join us in welcoming Michael, we are excited to have him on board. 🙌Read the full press release here: https://bit.ly/41VxR1X
Day 3 at Future Proof!🚀🎯 Our team is rocking the Orion shirts today—yep, the ones you can snag at our booth! 👀 Stop by, grab a shirt, and let’s talk about cutting through the noise to focus on what really moves the needle. Whether it’s smarter strategies, stronger relationships, or game-changing insights—we’ve got you covered.
Our CEO, Natalie Wolfsen, has been named one of Barron's Most Influential Women in Finance for the second consecutive year! 👩💼 This recognition highlights her exceptional leadership, expertise and commitment to excellence in the industry. We are incredibly proud to have Natalie leading our team, driving our success and making a meaningful impact in wealth management. See the full list of this year’s honorees here: https://lnkd.in/duSCV4Z #WomeninFinance
📉 Inflation fears are rising—but are they overblown? Last week, sentiment surveys showed the highest long-term inflation expectations since 1991. Yet, the actual inflation data wasn’t worse than expected. Consumers are feeling the squeeze, but is perception worse than reality?
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Don't let day 2 go by without picking up your Orion T-shirt or white noise speaker here at Future Proof Citywide in Miami! Tony Donato Nicklaus Pesek Kyle Hosch Rebecca Perkins, MBA Timothy Holland, CFA Michael Mandelos
We’ve landed at #FutureProof Citywide! 🌴 Stop by to chat with our team—and grab the 2025 Citywide edition of our exclusive Future Proof t-shirts. Some of you collect them every year… will you be adding this one to your set? 👀 See you soon! Timothy Holland, CFA Michael Mandelos Kyle Hosch Nicklaus Pesek Tony Donato Stephanie Bridges Rusty Vanneman, CMT, CFA, BFA™ Rebecca Perkins, MBA
We're heading to Miami next week for Future Proof Citywide! We've got calendars BOOKED with Breakthru meetings, a booth with awesome swag (the Orion Future Proof t-shirts are back 😎), and an all-star team of Timothy Holland, CFA, Michael Mandelos, Kyle Hosch, Nicklaus Pesek, and more excited to talk fin-tech and wealth management with you. See you there?