Orion has been named an Excellence Awardee in three categories for the 2026 InvestmentNews Awards, which honor leadership, innovation, and impact across the wealth management industry.
Orion was recognized as a finalist in the following categories:
- WealthTech Provider of the Year
- CEO of the Year – Natalie Wolfsen
- Finfluencer of the Year – Dr. Daniel Crosby
The InvestmentNews Awards highlight individuals and organizations that have demonstrated leadership, innovation, and measurable impact over the past year. Winners will be announced at the InvestmentNews Awards ceremony on Wednesday, June 24, 2026, at the Edison Ballroom in New York City.
Orion was named a finalist for WealthTech Provider of the Year, recognizing the firm’s continued innovation, including the acquisition of Summit Wealth Systems and the development of Orion Denali AI to support a more connected, intelligent advisor technology ecosystem.
Natalie Wolfsen was recognized for her leadership of Orion and continued focus on building a connected, AI-driven platform designed to help advisors scale and deliver personalized client experiences.
Dr. Daniel Crosby, Orion’s Chief Behavioral Officer, was also named a finalist for Finfluencer of the Year for his ongoing work to advance financial literacy and behavioral finance through widely followed content, including his Standard Deviations podcast and recent writing on the psychology of money and meaning.
