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.
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