Orion’s 2025 Advisor Wealthtech & Investor Surveys

To better understand the evolving wealth management landscape, Orion partnered with Logica Research to conduct two key surveys:

The 2025 Advisor Wealthtech Survey

Now in its third year, this study explores the drivers and challenges shaping technology adoption and business growth for financial advisors.

The 2025 Investor Survey

Orion’s inaugural investor study provides insight into what clients want from their financial advisors, uncovering key trends in expectations, engagement, and service preferences.