Orion WealthTech

“We’re the R&D arm of every advisor we serve.” CEO Natalie Wolfsen in @ThinkAdvisor. Read the full article to see how we’re fueling the future of wealthtech. bit.ly/4m0VkXW

We’re proud to have earned #1 market share in the 2026 T3 Survey for All-In-One Software, CRM, and Portfolio Management / Reporting. Thanks to our clients for your partnership as we keep building tech to help advisors better serve investors. Read more: bit.ly/4lJvpFC

Not sure how — or whether — to start using AI in your practice? You don't need to start with a massive transformation plan — just start with better client meetings. See below for prompts you can use right now. The best prompts are specific, repeatable, and tied to real workflows.

🎉 Major news! 🎉 Our CEO, Natalie Wolfsen, has been named to Barron's 100 Most Influential Women in U.S. Finance for the third year in a row. 🏆 Her relentless commitment to supporting independent advisors continues to drive innovation at Orion. bit.ly/4btlu29

Jimmy Wayne, Dandelion, and Stella understood the assignment. Looking their best, ready to work, and bringing that model energy. 🐾💼 Got a pup who shows up like this every day? Click the link to learn how to submit them for the Best Paw Forward challenge! bit.ly/4ljaR5h

Markets have had a lot to process lately. In this video, Ben Vaske and Tim Holland break down volatility tied to oil price shocks and conflict in the Middle East — including what’s driving markets and how Orion is thinking about portfolio positioning. bit.ly/4bohQXg

We’re rethinking direct indexing from the ground up. Advisors can build portfolios around their investment philosophy, not a predefined benchmark. Find out how direct indexing becomes truly advisor-centric here: bit.ly/46OTmF9

We brought the AI conversation to the beach this week. We're making waves at Future Proof Citywide with demos, conversations, Orion-branded coconuts, and a look at how AI can help advisors work smarter and deliver more personalized advice at scale. Come find us in the sand.

“I hope the industry is better because of the work we’ve done and that the people who worked alongside me feel like they learned something along the way.” Natalie Wolfsen joined the Billion Dollar Backstory podcast to discuss her career path. 🎧 Listen: bit.ly/4brCAyk

Big congrats to our Best Paw Forward winners Pickles & Olive, Stella, Priscilla, and Remi! 🏆 These stars will be popping up on your Redtail login screens soon. Ready to see your pup in the spotlight? Click the link to learn how to submit yours! 🐶✨ bit.ly/4ljaR5h

On the Ezra Group’s WealthTech Today podcast, President of Advisor Technology Reed Colley shares the moves Orion is making to shift from AI-first to AI-native. 🎧Tune in: bit.ly/409QBdR

President of Advisor Technology, Reed Colley, joined Kelly Waltrich on @Intention.ly's Don't Do That podcast to discuss AI, growth and the future of advice — plus a peek at Orion Ascent. 🎧Tune In: bit.ly/3N1vlnt

Did you have FOMO this week during #OrionAscent? Don’t let it happen again! MARK YOUR CALENDARS - Ascent 2027: February 22-25, 2027 in Orlando, FL!

Closing party energy: unlocked. 🎉 After a full #Relentless week, it’s time to celebrate — and yes, we’re going full throwback with POP2000. See you out there. #OrionAscent

👊 #OrionAscent attendees — Tim Grover is about to take the stage for “Relentless Success: How the Best Get Better.” No hype, no fluff. Tim’s here to talk about what elite performers actually rely on when motivation fades: Discipline. Standards. The willingness to execute. 🔥

Quick midweek challenge: how’s your ticker knowledge? 📈 We put a few attendees to the test — how many did you get right?

CE check-in ✅ You’ve got *four* more opportunities to earn CE credit today. If you can’t make them all, you can keep earning free CE through Orion Advisor Academy anytime: bit.ly/46GBk8j

🚀#OrionAscent attendees — Jason Schenker is up next for “Future of Finance is Now: Navigating Disruption, Innovation, Risk, and Opportunity.” Expect a clear read on what’s changing across markets and financial services — with takeaways to keep you ahead.

Day 2, let’s go. ✋ Reed Colley and Ron Pruitt are kicking off the morning with what’s ahead — and what matters most as the industry keeps moving fast. See you in main stage. #OrionAscent #Relentless

The data is clear: our clients grew organic assets ~40% faster and used 10% more of their tech stack than peers. 55% say AI will define firm success in 2026 and beyond. The leaders are pulling ahead! See Orion's full 2026 Advisor Wealthtech Survey: bit.ly/4aCTJFc

As we wrap up Day 1 at #OrionAscent, we want to take a quick pause to say thank you to this year’s sponsors. You help make this week happen — the sessions, the experiences, and all the connection in between. We appreciate you. 💙