Orion Ascent, the Flagship National Advisor Conference, Now Open for Registration

Financial industry’s signature wealthtech event will empower advisors with 'All In' theme, community engagement, and innovative training and technology

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, today announced that registration is now open for Orion Ascent 2025, to be held February 3-6, 2025, at the Hyatt Regency Orlando, just minutes from popular local attractions.

"Named a Best Conference for Financial Advisors in 2024,¹ Orion Ascent 2025 is designed to provide an unparalleled experience focused on community engagement and direct insights from leading advisors," said Ron Pruitt, President of Orion Wealth Management. "Attendees can immerse themselves in top-tier education, innovative technology demonstrations, and opportunities to connect with industry peers and thought leaders."

"At Orion Ascent, we embody our commitment to building a wealthtech community where every advisor and investor thrives," said Natalie Wolfsen, CEO of Orion. "Our flagship event showcases pioneering, advisor-centric technologies and comprehensive wealth solutions that elevate client experiences, while also delivering on a strong sense of community through all the opportunities made available for engagement. The 'All In' theme of Ascent 2025 encapsulates both advisors’ and Orion’s relentless dedication, commitment and passion. We look forward to this opportunity to provide those sparks of inspiration that help advisors propel their clients’ success.”

Orion Ascent brings together over 1,500 of Orion’s top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers, and tech-forward enterprise firms. As the premier advisor event of the year, Ascent gives advisors the tools and training they need to connect with their clients and grow their businesses.

Additional Highlights:

• Build Connections: Engage with your advisor community to expand your network and meet with your Orion team one-on-one — plus peers, partners, and prospects.
• Innovate With Us: Be among the first to experience Orion's newest technology and key initiatives — designed to help transform your business.
• Achieve Growth: Gain a competitive edge from the industry's most influential thought leaders, trailblazing innovators, and difference-makers.
• Get a Personalized Consultation: Take advantage of our consultation appointments to receive personalized guidance. Meet one-on-one with Orion subject matter professionals to get tailored advice and insights that address your unique challenges and opportunities.
• Final Night Celebration: Join us for an unforgettable evening at The Pointe Orlando. We've secured the newly renovated second floor, which recently underwent a stunning $32 million transformation. This year, we'll turn the space into a vibrant five-venue party, offering attendees a fresh and exciting experience. Move between venues to savor delectable food, refreshing drinks, and dynamic entertainment at each stop, all within the newly enhanced setting.

Brian McLaughlin, President of Orion Advisor Tech, added, “At Orion Ascent 2025, attendees will be among the first to experience our latest innovations designed to transform their businesses. Our event will feature captivating content from industry-renowned speakers and provide hands-on opportunities to explore Orion's cutting-edge technology and wealth solutions. Attendees can connect with our strategists and integration partners in the exhibit hall to discover innovative solutions that can enhance their practices and drive success.”

Orion Ascent Registration and Sponsorship Information

Early bird pricing is available through September 30, 2024. Register today at https://orion.com/ascent. Interested in being a sponsor? Learn more here.

Media Registration

To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email [e-mail].

Ascent Event Website

https://orion.com/ascent

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.4 trillion in assets under administration and $69.4 billion of wealth management platform assets (as of June 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 12 out of the Top 15 Barron’s RIA firms² rely on Orion’s technology to power their businesses and win for investors. Learn more at orion.com.

¹Source: Kitces.com
²Source: 2023 Top 100 RIA Firms, Barron's, 2023.

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