Orion is proud to announce multiple wins at the 2026 InvestmentNews Awards, held June 24 in New York City, recognizing excellence, innovation, and leadership across the wealth management industry.
Orion was named a winner in two categories – WealthTech Provider of the Year and Finfluencer of the Year, awarded to Dr. Daniel Crosby, Orion’s Chief Behavioral Officer. These honors reflect Orion’s continued momentum in delivering a connected, AI-native platform and advancing thought leadership that resonates across the advisor community.
Earlier this year, Orion was named a finalist in three categories, underscoring the strength of its leadership, platform innovation, and industry impact. Now, with recognition in multiple categories, Orion stands among a select group of firms honored for broad excellence across the industry.
The InvestmentNews Awards celebrate firms and individuals driving meaningful progress in wealth management through innovation, leadership, and measurable outcomes. Orion’s recognition as WealthTech Provider of the Year highlights its continued investment in building a more intuitive and intelligent advisor experience – powered by capabilities such as Orion Denali AI and an integrated ecosystem designed to help advisors grow and scale.
Dr. Daniel Crosby’s recognition as Finfluencer of the Year reflects his impact in advancing financial literacy and behavioral finance through widely followed content and research, helping advisors and investors make more informed decisions.
Orion was one of only a few firms to earn multiple category wins this year, demonstrating the breadth of its innovation and leadership across both technology and thought leadership.
View the full list of winners and Excellence Awardees here: 2026 InvestmentNews Awards winners
