Beautiful twilight mood at the San Diego Marina, with yachts and the Marriott Marquis hotel reflected in the water

Sponsor Ascent 2026

San Diego Marriott Marquis
February 24–27, 2026 • San Diego, CA

Shape the Future of Advice

Connect with Orion’s most engaged community of advisors.

Nearly 2,000 financial professionals gather at Ascent each year to explore what’s next in wealthtech. Our sponsors play a key role in engaging this community—through exhibits, thought leadership, and strategic conversations. Advisors come to Ascent looking for tools, insights, and partners to help them grow—and they expect to meet innovative firms like yours.

View 2026 Sponsorship Prospectus

About Ascent
Why Ascent?
Firm Types

What is Ascent?

Ascent is Orion’s annual flagship conference, where the brightest minds in wealthtech and wealth management come together to shape the future of advice. Purpose-built for RIAs, dually registered firms, broker-dealers, trust companies, and strategic partners, Ascent attracts a powerful cross-section of the industry.

Why do advisors attend?

To connect—with peers, partners, and purpose. Advisors come to Ascent to share ideas, build community, and find inspiration in how others are personalizing advice, scaling impact, and shaping the future of client relationships.

To learn—not only through Orion, but with direct access to you—the critical ecosystem of partners helping advisors operate more efficiently and serve clients more meaningfully. Ascent equips advisors with practical strategies they can take back to their teams.

What types of firms attend Ascent?

Ascent draws a diverse mix of advisory businesses—from solo advisors and emerging firms to national-scale RIAs, banks, trust companies, and dually registered enterprises. Firm sizes range from under $100 million in AUM to over $5 billion, with team sizes spanning from individual practitioners to firms with 50+ employees. Many are growth-focused, technology-forward, and looking to deepen client relationships, streamline operations, and expand their impact.

Stats

2025 Ascent¹

1800+

Attendees

760+

firms

$1.1T+

Attendee Assets on Orion Platforms

100+

Exhibitors and Sponsors

Compare

Orion Strategic Partnership and Ascent Sponsorship Packages

The sponsorship levels shown apply specifically to Orion Ascent. While most Marketing Partnerships include Orion Ascent benefits, Premier-level
sponsorship is part of both our Ascent and Marketing Partnerships. For a full breakdown of benefits, refer to our Sponsorship Prospectus.
¹Dedicated Main Stage session hosted by Orion. ²Dine-around host for 10-30 attendees of one selected community group (sponsorship includes food and beverage costs and logistics planning). All other sponsorships include logistics planning only.
	Premier	Platinum	Community	Supernova	Solar	Lunar	Stellar
	Strategic Partnerships			Ascent Sponsorships
Exhibit	20x20	10x20	Hangout	10x20	10x10	10x10	Kiosk
Attend
Opt-in Attendee List	with email	with email	with email	with email	with email
Lead Scanning
1:1 Meetings with Advisors
Invitation to Partner "Track"
Breakout Session
Roundtable Moderator
Panelist	Main Stage ¹
Dine-around Support			Dinner Costs Included ²
Orion Team Access
Exclusive Activations
Year-round Access to Community Groups
Marketing Partner
Price	$250,000	$175,000	$100,000	$80,000	$55,000	$30,000	$16,500

“Great

networking opportunities

with a community of advisors that are embracing technology and willing to learn.”

Lauren Klein, Wealth.com

Learn More

Discover how this sponsorship can help you connect with advisors and elevate your brand. Download the sponsorship overview today.

View 2026 Sponsorship Prospectus

Sponsor Ascent

Ready to expand your reach. make meaningful connections, and spur growth for your business?

Become a Sponsor

Everything Else You Need

FAQ

Pricing varies by sponsorship level — please visit our Sponsorship Prospectus for a complete list. The 2026 Sponsorship Prospectus is coming soon.

If you are looking for a specific sponsorship activation or would like to customize a package designed with your goals in mind, drop us a line!

Check out our Sponsorship Prospectus to identify how many attendees each level includes. The 2026 Sponsorship Prospectus is coming soon.

Additional sponsor registrations are charged the standard registration fee at the time of sign-up.

Once contracted, the point of contact will receive instructions on how to register their attendees after registration opens this fall.

To access your invoice, refer to the confirmation email you received upon completing registration.