Orion is proud to be recognized as a finalist in five categories for the 2026 WealthManagement.com Industry Awards, better known as “The Wealthies.” These annual awards celebrate the companies, technologies and leaders advancing financial advisor success across the wealth management industry.
Orion’s 2026 finalist recognitions include:
- Chief Executive Officer of the Year: Natalie Wolfsen
- Enterprise Innovation: Denali AI Enterprise Intelligence Platform
- Unified (All-in-One) Systems: AI-Powered Summit Experience Platform
- Client Onboarding/New Account Opening: Dynamic Account Opening
- Portfolio Management, Accounting and Performance Reporting: AI-Powered Portfolio Reporting and Accounting
Selected by an independent panel of judges from nearly 1,400 nominees, the finalists represent innovation across key areas of advisor technology, operations and leadership. This year’s categories continue to reflect the growing impact of artificial intelligence and integrated platforms in helping advisors scale their businesses and deliver more personalized client experiences.
Orion’s multiple finalist categories highlight the strength of its flexible, connected wealthtech ecosystem and its largest-ever investment in AI-driven capabilities designed to unify the advisor experience—from onboarding and reporting to enterprise intelligence and client engagement.
Winners will be announced at the 2026 WealthManagement.com Industry Awards gala at Cipriani in New York City on September 10.
