Orion Rockets Past $6 Trillion in Assets and Sets the AI-Native Standard for Wealth Management

Orion announced it has surpassed $6.6 trillion in assets under administration, a 29% increase since crossing $5 trillion one year earlier.
The firm now supports more than 8.6 million technology accounts and has nearly doubled its wealth management assets year over year to $211 billion.
Orion is expanding its Denali AI-native ecosystem into three options, with AI features included in every Orion product at no additional cost.
The three tiers consist of Powered by Denali for built-in features, Denali Solutions for customized connected AI, and Denali AI for firm-wide orchestration launched in February.
CEO Natalie Wolfsen stated that Orion clients grew nearly 40% faster in 2025 than non-Orion advisors and that AI-enabled time savings could support up to 40% more revenue capacity.
Orion achieved ISO 42001 certification, described as the first international standard for artificial intelligence management systems.
Orion reports a number one market share position in All-In-One Software, CRM, and Portfolio Management/Reporting, with 17 of the top 20 Barron's RIA firms relying on its technology.