Lehi investment reflects continued evolution and commitment to innovation, talent development, and advisor success
OMAHA – August 12, 2025 – Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, has announced the opening of a new office in Lehi, Utah, a significant milestone in the company’s evolution. The move from Provo to Lehi reflects Orion’s commitment to innovation, its people-first culture and a long-term vision for growth.
Situated in the heart of Utah’s thriving tech corridor, the Lehi office places Orion closer to major business hubs and offers a modern space designed to promote flexibility, connection and employee well-being.
“Investing in Lehi isn’t just about a new office, it’s about creating the kind of environment where our team and our business can thrive.” said Julie Lane, Chief Human Resources Officer at Orion. “We created a space that reflects how we work today and where we’re headed tomorrow.”
Orion’s new Lehi office includes:
- Purpose-built design for focused individual work and team-based collaboration
- Flexible, adaptive workspaces to support local, hybrid and remote employees
- Inviting common spaces such as a spacious patio with ample seating, a fire pit, and a pavilion, offering opportunities for relaxation and informal connection
- On-site showers and lockers, along with an outdoor bike shed to support active and sustainable commuting options
- A vibrant, inclusive atmosphere aligned with Orion’s dynamic, innovative culture
- A pickleball court with a basketball hoop to provide a fun and energizing outlet for employees to recharge and connect outside traditional workspaces
“The space is incredible – modern, welcoming, and designed with collaboration and wellness at its core. It’s conveniently located with easy access for Orion clients to collaborate with us in-person and will serve as a key hub for Orion’s operations,” said Natalie Wolfsen, CEO of Orion.
About Orion
Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms1 rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.
Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.
1 Source: 2024 Top 100 RIA Firms, Barron's, 2024.
On Orion’s behalf:
StreetCred PR
orion@streetcredpr.com
Natalie O’Dell
natalie@streetcredpr.com
717-818-2116
