Orion Among the First in Wealthtech to Earn ISO 42001, the International AI Management System Standard

Orion Among the First in Wealthtech to Earn ISO 42001, the International AI Management System Standard Independent certification validates the governance framework behind Orion’s Denali AI — permissioned data, auditable outputs, and human oversight built into the platforms advisors already useOriontoday announced it has achieved ISO/IEC 42001 certification, the first international standard for artificial intelligence management systems. The certification, awarded following an independent third-party audit, validates the AI Management System that governs the Denali AI intelligence layer embedded across Orion’s workflows. The achievement places Orion among the first in wealthtech — and the first known portfolio accounting provider — to meet the standard. For the forward-thinking, growth-oriented firms Orion serves, it is independent confirmation that every AI capability Orion delivers is governed, responsible, and built to earn their trust. ISO 42001 sets requirements for how organizations establish, maintain, and continually improve the way they govern AI across its lifecycle, including risk assessment, transparency, data governance, oversight of third-party AI providers, and human oversight.“Advisors must be able to trust the AI they bring into their work with clients, and that trust has to be earned,” said Natalie Wolfsen, CEO of Orion. “ISO 42001 certification is independent validation that Orion has the right policies for how we use AI, a rigorous process for vetting the AI providers we work with, and the controls to ensure the materials our AI helps produce meet a high standard of quality — and that we are doing all of it responsibly and within the bounds of laws and regulations. That assurance is what advisors need to adopt AI with confidence.” The certification comes as advisor demand for trustworthy AI accelerates. In Orion’s 2026 Advisor Wealthtech Survey, advisors named AI and automation the number one force multiplier for firm growth, while only one in ten reported using advanced AI capabilities and nearly a quarter had no AI tools in place. “AI is the single biggest opportunity in wealth management, and it's Orion's highest priority this year — 2026 represents our largest R&D investment ever, focused squarely on AI," said Reed Colley, President of Orion Advisor Technology. "We're embedding powerful AI capabilities directly into the workflows advisors use every day — and ISO 42001 certification for Denali AI is proof we're doing it the right way, with trust and governance at the center." Additional information about Orion’s AI resources for advisors and advisory firms is available here. About OrionOrion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.1 As of March 31, 2026, Orion services $5.9 trillion in assets under administration and $185 billion of wealth management platform assets, supports more than 8.3 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.2 1Source: T3/Inside Information Advisor Software Survey, 2026. Orion has #1 market share for All-in-One Software, CRM, and Portfolio Management/Reporting Tools.2Source: 2025 Top 100 RIA Firms, Barron's, 2025. 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 the Orion Investment Portal, and assets in OPS’s proprietary models managed on third-party platforms. Outputs generated by Orion Denali AI should be reviewed for accuracy and appropriateness by financial professionals in all cases. 1931-U-26177 OrionCurtis George Kelly Jrcurtis.kelly@orion.com646-858-5885On Orion's BehalfStreetCred PRorion@streetcredpr.comView source version on businesswire.com: https://www.businesswire.com/news/home/20260629832926/en/

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