Orion Rockets Past $6 Trillion in Assets and Sets the AI-Native Standard for Wealth Management
Denali AI-native ecosystem expands to three options with features built into every Orion product at no additional cost
Oriontoday announced it has surpassed $6.6 trillion in assets under administration — up 29% since crossing $5 trillion one year ago. Adoption of Orion’s AI-native ecosystem continues to accelerate: the firm now supports over 8.6 million technology accounts and has nearly doubled its wealth management assets year over year to $211 billion.
Alongside these milestones, Orion is expanding Denali into three options – each helping firms accelerate advice, expand advisor capacity, and drive organic growth. Every Orion product will include impactful AI features at no extra cost, with options that grow alongside each firm’s AI strategy.
"Our clients are among the most forward-thinking firms in the industry, and their success is what's carried Orion past $6 trillion," said Orion CEO Natalie Wolfsen. "Orion clients grew nearly 40% faster in 2025 than non-Orion advisors1, and we designed Denali to help extend that advantage. Kitces’ productivity benchmarks suggest that if advisors fully redeploy AI-enabled time savings into client meetings, they could support up to 40% more revenue.2 That growth potential shouldn't depend on advisors piecing together their own AI strategy. A technology partner should deliver high-impact options for firms to drive strategy, bring the right innovations together, and embed AI seamlessly into the platform they already trust, so advisors can focus on serving clients and growing their firms.”
