07.22.26

CEO Natalie Wolfsen on Orion's AI Strategy and Platform Growth

by: Patrick Donachie; Davis Janowski

Orion CEO Natalie Wolfsen outlined the firm’s expanding AI strategy as the wealth technology provider reports strong growth, with $6.6 trillion in assets on its platform and $211 billion in wealth assets. Orion’s Denali AI platform now offers three tiers: embedded AI features, customized AI solutions and enterprise-wide AI capabilities. Wolfsen said the flexible approach allows firms to adopt AI based on their needs while improving advisor productivity. She highlighted tools like Query Studio, which lets advisors analyze client data using natural language. Orion is also investing heavily in cybersecurity, AI governance and data infrastructure as AI adoption accelerates across wealth management.

Read the full article on Wealth Management