02.09.26

RIA Success Requires Relentless Attitude: Orion CEO

by: John Manganaro

Orion CEO Natalie Wolfsen highlighted the firm’s strong growth and AI-driven innovations ahead of Orion's Ascent 2026 conference in San Diego. Orion’s clients now oversee $5.8 trillion in assets, with organic growth nearly 10% higher than peers. The event will showcase AI tools for portfolio personalization, client relationship management and operational insights, including the first AI Lab to help advisors effectively leverage new technology. Ascent will also feature breakout sessions for executives, a women’s empowerment lounge and networking opportunities. Wolfsen emphasized a “relentless” focus on client success, using technology and community to help advisors enhance efficiency, deepen client connections and stay ahead in a fast-evolving wealth management environment.

Read the full article on Think Advisor