What's Changing in 2025?
Advisors are navigating a fast-evolving landscape—where time is scarce,
client expectations are rising, and technology is the key to staying ahead.
Our latest 2025 WealthTech Survey reveals how top-performing firms are
overcoming operational challenges, enhancing client experiences, and scaling smarter.
51% of Firms
say time constraints are their biggest barrier to growth.
54% of Firms
are increasing their tech investments to drive efficiency.
84% of Firms
prioritize delivering personalized financial advice.
High Demand
for estate planning, tax-efficient investing, and tax planning.
Want the Full Picture?
See all the insights and trends shaping the future of wealth management.
Source: Orion 2025 WealthTech Survey
This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
1400-U-25135