Investment underscores company’s commitment to delivering exceptional client experiences through culture of excellence, innovation, and collaboration
OMAHA — June 11, 2026 — Orion, a premier provider of transformative wealthtech solutions, has announced the opening of a new office in King of Prussia, PA. More than 100 team members across Wealth Management, Marketing, Finance, and Sales are now working at the new location. The move from Berwyn reflects Orion’s commitment to advisor success and continued investment in talent development.
Located adjacent to King of Prussia Town Center, the new office boasts a modern, purpose-built design supporting flexibility, innovation and well-being. The new LEED certified space spans 24,000 square feet — a 20% increase from its Berwyn office — and includes state-of-the-art conferencing and meeting areas, wellness spaces, and more.
“Investing in King of Prussia isn't just about a new office — it's providing our team a collaborative environment to grow as our industry changes,” said Orion Chief Human Resources Officer Julie Lane. “The region has a deep, high-quality talent market, so Orion's presence here strengthens our ability to attract and develop the skills we need to lead in an AI-driven future."
Orion’s new King of Prussia office includes:
Flexible conference rooms and collaboration spaces designed to support team-based work
Dedicated wellness and maternity support rooms
Private phone rooms for employee comfort and flexibility
A large town hall gathering space
- Access to on-site amenities including a fitness center, café, and outdoor community spaces, including a beehive, picnic area, and herb garden
Direct access to major regional roadways and transit systems
“AI is reshaping our industry — not just making work faster but transforming how it gets done. At Orion, we’re building a digital, AI-native workforce to deliver more connected experiences for advisors and investors,” said Orion CEO Natalie Wolfsen. “At the same time, we’re investing in hubs like King of Prussia, because the best technology only wins when exceptional people collaborate together to do their best work.”
ABOUT ORION
Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting¹. As of March 31, 2026, Orion services $5.9 trillion in assets under administration and $185 billion of wealth management platform assets, supports more than 8.3 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes².
MEDIA CONTACTS
Curtis George Kelly
646-858-5885
On Orion’s Behalf
StreetCred PR
orion@streetcredpr.com
