Feb 22–25, 2027  ·  Hyatt Regency Orlando, FL
Sponsor Orion Ascent 2027

Unlock growth. Together.

Ascent 2027 brings 2,200+ advisors, wealth management leaders, asset managers, and fintech innovators together for four days in Orlando. Sponsorship puts your firm at the center of the conversations shaping the industry's next era of growth — on stage, on the exhibit floor, and in the rooms where decisions get made.

Sponsorship reservations are open now and close January 15, 2027.
Looking for more information? Reach out to us directly at sponsorships@orion.com.
Orion

 

Open Doors All Year

Why sponsor Ascent?

A High-Intent Audience
Ascent draws advisors and firm leaders who come to evaluate, decide, and act — from solo practices to national-scale RIAs, banks, and trust companies.
Presence Where It Counts
Main stage, breakout sessions, community groups, and a buzzing exhibit hall — your brand shows up in the moments attendees remember.
Simple to Activate
Booth space, registrations, lead scanning, and promotion are packaged at every level — so your team can focus on conversations, not logistics.
Relationships That Outlast the Week
Opt-in attendee lists, community group access, and year-round Strategic Partnership options turn one event into an ongoing pipeline.
Orion

 

ASCENT 2026
2,000+
Advisors & industry leaders
820+
Firms represented
$8T
AUM represented — 20% of the industry
100+
Sponsors & exhibitors

Ascent by the Numbers

All figures from Orion Ascent 2026.

Orion

 

Orion

 

Sponsorship Packages

Four ways to show up at Ascent 2027.

Every package puts your brand in front of the advisors, firms, and decision-makers gathering in Orlando — choose the level of presence that fits your goals. Pricing and complete benefit details are in the 2027 Partner Prospectus.

MOST VISIBILITY
Supernova
Maximum presence on the floor, on stage, and with Orion leadership.
EXHIBIT
  • 10x20 booth space
  • Tech Village kiosk (integration partners)
  • 2 lead scanning licenses
ATTEND
  • 6 conference registrations
  • Sponsor reception invitations
  • 2 passes to Elite Advisor Spaces
SPEAK
  • 40-minute CE breakout session
  • Panelist or roundtable moderator opportunity
  • Podcast Stage or Showcase Stage appearance
PROMOTE & ACCESS
  • Priority logo placement across conference branding
  • Mobile app banner advertisement
  • Pre- and post-event opt-in attendee list
  • 30-minute 1:1 with an Orion senior leader before Ascent
 
Solar
A strong exhibit presence with a voice in the session lineup.
EXHIBIT
  • 10x10 booth space
ATTEND
  • 4 conference registrations
SPEAK
  • Panelist opportunity in a 40-minute educational session
  • Community group roundtable moderation opportunity
PROMOTE
  • Logo placement across conference branding
  • Mobile app banner advertisement
  • Pre- and post-event opt-in attendee list
 
Lunar
An efficient exhibit-hall footprint with brand visibility throughout.
EXHIBIT
  • 10x10 booth space
ATTEND
  • 3 conference registrations
PROMOTE
  • Logo placement across conference branding
  • Pre- and post-event opt-in attendee list
 
Stellar
A focused Tech Village presence for integration partners.
EXHIBIT
  • Tech Village kiosk
ATTEND
  • 2 conference registrations
PROMOTE
  • Logo placement across conference branding
  • Pre- and post-event opt-in attendee list
 

Reserve Your Sponsorship

All packages include the option to purchase additional conference registrations at the published rate. Looking for a year-round relationship? Ask about Orion Strategic Partnerships at sponsorships@orion.com.

Orion

 

Additional Opportunities

Extend your presence beyond the booth.

Add-on opportunities let you tailor your Ascent presence to the audiences and moments that matter most to your firm. Availability is limited and offerings are first-come, first-served — full details and pricing are in the 2027 Partner Prospectus.

Events, Content & Connect
Take the stage, lead the conversation, and create content that works long after the event wraps.
  • Showcase Stage — 20-minute presentation on a massive 8x20-foot LED screen
  • Elite Event sponsorship — welcome remarks & VIP positioning
  • StreetCred PRessPlay live interview, filmed on-site
  • Podcast Stage — 60-minute slot with full production support
  • Community group roundtable moderator — tech or wealth
  • Women in Wealth Lounge & Luncheon
Promotions
Keep your brand in every attendee's hands throughout the week.
  • Official conference water bottles
  • Hotel key cards
  • Name badge lanyards
  • Environmental branding throughout the venue
  • Snack break sponsorships
  • Conference tote bags

Sponsors can also engage Orion's advisor community year-round through Strategic Partnerships, co-hosted webinars, and podcast programs. Contact sponsorships@orion.com to explore what fits.

Orion

 

What Sponsors Say

Sponsors come back for a reason.

I think this was the best Orion Ascent I’ve been to!

BlackRock
Ascent 2026 Sponsor

Giving top sponsors the ability to run a session is invaluable to us. Our investment team is wildly experienced and knowledgeable, but we aren’t a big brand. Giving us an opportunity to provide market insight to advisors is great, and something we look forward to each year.

AAMA
Ascent 2026 Sponsor

Compared to other large industry conferences, this was fantastic. The three separate opportunities to be client-facing — the CIO panel and two roundtables — were very well attended and flawless.

Ocean Park
Ascent 2026 Sponsor
Orion

 

 

Ready to join us in Orlando?

Reserve your Ascent 2027 sponsorship today, or request the full 2027 Partner Prospectus for complete package details, pricing, and add-on opportunities.

Sponsorship reservations close January 15, 2027.

Strategic Partnerships

Looking for a deeper, year-round relationship with Orion’s advisor community? Orion Strategic Partnerships combine Ascent presence with events, content, data, and marketing programs across the full year. Reach out to explore the right fit.

sponsorships@orion.com

Orion
Sponsorship FAQs

Good questions, quick answers.

What's included in a sponsorship package?

Every package includes a physical presence (booth space or Tech Village kiosk), conference registrations, logo placement across conference print, electronic, and on-site branding, and a pre- and post-event opt-in attendee list. Higher tiers add speaking opportunities, lead scanning, mobile app advertising, and access to Orion leadership. See the package grid above for a side-by-side view, review the 2027 Partner Prospectus, or contact us directly at sponsorships@orion.com so we can discuss the best fit for your team.

How much does it cost to sponsor Ascent?

Full pricing for every package and add-on is in the 2027 Partner Prospectus. Interested in a year-round Strategic Partnership instead? Reach out to sponsorships@orion.com and we’ll find the right fit.

What opportunities exist beyond a booth?

Plenty — the Showcase Stage in the exhibit hall, the new Podcast Stage, community group roundtables, professionally produced on-site interviews, the Women in Wealth Lounge & Luncheon, and branded moments like lanyards, snack breaks, and hotel key cards. Availability is limited on each; details are in the 2027 Partner Prospectus.

Who attends Ascent?

Ascent draws a powerful cross-section of the industry: RIAs, dually registered firms, broker-dealers, trust companies, asset managers, and fintech innovators. In 2026, more than 820 firms participated — ranging from solo practices to firms managing over $5 billion in AUM.

I'm ready to register our booth staff; how do I do that?

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

I'm looking for my invoice; who can I reach out to?

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

 

In Good Company

100+ sponsors and exhibitors joined us in 2026.

Main Management
Toews Asset Management
3EDGE Asset Management
AAMA
BlackRock
Capital Group
Janus Henderson
Ocean Park Asset Management
DataDasher
Fidelity Investments
Gladstone Group
Pontera
Potomac
TradePMR
AllianceBernstein
Charles Schwab
Luma
AGF Investments
Allianz
Axos Advisor Services
Belle Haven Investments
Clark Capital Management Group
Crawford Investment Counsel
Dimensional
DoubleLine
DPL Financial Partners
FMT Solutions
FFP
First Trust
Flyer
Franklin Templeton
Genter Capital Management
The Gifting Network
Goldman Sachs
Guardian Capital
iCapital
Innovator ETFs
J.P. Morgan Asset Management
Jump
Liberty One Investment Management
Logan Capital
Lumina Americas
Mutual Group
PIMCO
ProShares
ProudMouth
RBC Rochdale
Russell Investments
Stone Ridge Asset Management
T. Rowe Price
UPTIQ
USCF Investments
Vanguard
Virtus Investment Partners
William Blair
Zacks Investment Management
Zocks
Alles Technology
Alphathena
Altruist
Baillie Gifford
BILL
Bitwise
Brandes Investment Partners
Broadridge
CAIS
Citizen Mint
Encore
Envestnet MoneyGuide
Finny
Flourish
Great Lakes Advisors
GReminders
Hamachi AI
IMTC
Intention.ly
Intulse
LVC
Nitrogen
Mili
MFS
Principal Asset Management
PCS Retirement
Raisin
Sherman Portfolios
Simplicity Ops
Snappy Kraken
Vanilla
Wealth.com
Wealthbox
WisdomTree
YCharts
AIM
BNY
Driehaus Capital Management
Fairytale Brownies
Fenimore Asset Management
Inspira Financial
Knomee
Macquarie
Max
RVM
St. James Investment Advisors
Zoe Financial

Your logo here in 2027? Reserve your sponsorship.

Orion

 

Thanks to Our Sponsors

The companies joining us for Ascent 2027.

SUPERNOVA
SPONSOR LOGO
SUPERNOVA
SPONSOR LOGO
SOLAR
SPONSOR LOGO
SOLAR
SPONSOR LOGO
SOLAR
SPONSOR LOGO
LUNAR
SPONSOR LOGO
LUNAR
SPONSOR LOGO
LUNAR
SPONSOR LOGO
LUNAR
SPONSOR LOGO
STELLAR
SPONSOR LOGO
STELLAR
SPONSOR LOGO
STELLAR
SPONSOR LOGO

Want your logo on this wall? Reserve your sponsorship before January 15, 2027.

Orion