The WealthTech Shift

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 offered through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.