Orion has been named a finalist in 8 categories for the 2025 Wealth Management Industry Awards. This recognition highlights the commitment and innovation of our entire Orion team, whose hard work has propelled us to stand out among 1,200+ entries.
Orion is incredibly proud of this achievement, which showcases the progress we’re making on our mission to build a wealth-tech community where every advisor and investor thrives.
Orion is a finalist in the following categories:
TAMPs > Model Marketplaces: Model Search and Comparison
TECHNOLOGY PROVIDERS > CEO of the Year: Natalie Wolfsen
TECHNOLOGY PROVIDERS > CMO of the Year: Betsy Jazynka
TECHNOLOGY PROVIDERS > Direct Indexing: Custom Indexing Proposal and Onboarding Enhancements
TECHNOLOGY PROVIDERS > Outsourcing Platforms (Wealth as a Service): Outsourced Chief Investment Officer
TECHNOLOGY PROVIDERS > Portfolio Management, Accounting and Performance Reporting: BeFi-Driven Performance Reporting
TECHNOLOGY PROVIDERS > Unified (All-in-One) Systems: Connected Tech Ecosystem
PODCASTS > Industry Focused: Standard Deviations
Winners will be announced September 4 at the Wealthies awards ceremony in NYC. Now in its 11th year, the Wealthies celebrates the companies and individuals who make a real difference in support of financial advisor success.
