Wealthtech innovator announces Ascent overview; Orion expects to draw nearly 2,000 wealth management professionals to Orlando
OMAHA, Neb.—Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced the dates and location for Orion Ascent 2025, the financial industry’s signature wealthtech event. This flagship gathering will be held February 3-6, 2025, at the Hyatt Regency Orlando, just minutes from popular local attractions.
Named a Best Conference for Financial Advisors in 20241, Orion’s 2025 event is set to elevate the attendee experience, prioritizing community engagement and hearing directly from advisors who are propelling their practices forward. Attendees, including Orion’s elite advisors, will be treated to exclusive VIP experiences, and all participants will benefit from opportunities for continuing education.
“At Orion Ascent, we unite advisors under our mission to build a wealthtech community where every advisor and investor thrives. This premier event showcases innovative technologies and strategies that refine the client experience and foster community and business growth," said Natalie Wolfsen, CEO of Orion. "Our 2025 event will focus on empowering advisors with the tools and knowledge to enhance their services and help their clients prosper, highlighting our commitment to the continuous advancement of the wealth management industry.”
Brian McLaughlin, President of Orion Advisor Tech, added, “Advisors attending Orion Ascent 2025 will benefit from customized training on our interconnected technology suite, gaining insight into the latest tech integrations and available workflows to drive their businesses forward. Participants will also get the chance to learn from peers who have successfully integrated their technology, a move that has allowed them to allocate more resources towards growth initiatives.”
Orion’s Wealth Management advisors will participate in a curated wealth management track, train on Orion platforms, and meet with industry-leading portfolio strategists and managers.
Orion serves 2,300 advisory firms and more than 52,000 active advisory representatives. Over the past decade, Orion Ascent has established itself as the industry’s premier advisor event, bringing together nearly 2,000 top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and tech-forward enterprise technology firms for three days of valuable content, industry projections and networking.
Agenda Preview
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Monday, February 3 – Arrivals, optional pre-conference sessions and welcome networking reception
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Tuesday, February 4 – All-day sessions
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Wednesday, February 5 – All-day sessions and final night celebration
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Thursday, February 6 – Morning networking and departures
Sponsorships
Interested in being a sponsor? Learn more here.
Media Registration
To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email orion@streetcredpr.com.
Ascent Event Registration Information
Interested attendees can visit the event website to pre-register for Ascent 2025.
Ascent Event Website
https://ascent.orion.com/event/2025/summary
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.3 trillion in assets under administration and $68.3 billion of wealth management platform assets (as of March 31, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms2 rely on Orion’s technology to power their businesses and win for investors. Learn more at orion.com.
1Source: Kitces.com
2Source: 2023 Top 100 RIA Firms, Barron's, 2023.
Contacts
MEDIA CONTACTS
On Orion’s behalf:
StreetCred PR
orion@streetcredpr.com
Alexandra Lynn
alexandra@streetcredpr.com
929-317-4240
Natalie O’Dell
natalie@streetcredpr.com
717-818-2116
