Wealthtech Trailblazer Orion Unveils Modern Visual Identity to Match Its Strong Market Momentum

Brand refresh also includes a unified advisor experience for selecting investment solutions and tailoring portfolios with expanded due diligence of third-party strategists

OMAHA, Neb.--(BUSINESS WIRE)--Orion announced today a refreshed visual identity that reflects the company’s innovation, momentum, and commitment to advisor success. The updated branding comes on the heels of a landmark year for Orion, as the firm surpassed $5 trillion in platform assets and the advisors and firms using its wealthtech solutions grew faster, both organically¹ and through M&A², than their industry peers. In tandem with the new look, Orion introduced a unified investment framework designed to streamline how advisors evaluate and implement investment strategies.

Designed for What’s Next: Orion’s New Brand Identity

Orion’s modernized brand is built to reflect its forward momentum and the evolving needs of the advisors and firms it serves. The updated visual identity includes a refined logo, bold new design language, and a cohesive brand system spanning Orion’s full platform, including refreshed identities for Redtail and Brinker.

“Our new brand identity is more than just a new look — it’s a reflection of who we are today and where we’re going,” said Betsy Perez, Chief Marketing Officer at Orion. “The star in our logo is a nod to Orion’s celestial namesake and to the advisors we serve — our true north. They’re building the future of wealth management, and our platform is the engine behind their growth. As advisor needs evolve, we’re evolving too — delivering the unified, flexible ecosystem they rely on to scale, stand out, and make a bigger impact for the investors they serve.”

Powering Scalable Personalization Through a Unified Investment Experience

Serving as a centralized guide for portfolio construction, the unified investment framework simplifies strategy selection, reduces time to implement book conversions, and supports broader client needs through an expanded due diligence process and wider strategist coverage.

Anchored in the principle of Institutional Investing, Individual Solutions, Orion’s outcome-oriented framework helps advisors align portfolios to client goals through three investment categories:

• Grow: Capital appreciation strategies spanning domestic and international equities with higher volatility
• Earn: Income-focused strategies with lower volatility, centered on core fixed income
• Diversify: Non-correlated assets, including global credit, alternatives, and real assets

The platform encompasses all major asset classes and investment vehicles — from SMAs and ETFs to mutual funds and models — across active, beta, fundamental, and quantitative approaches. Advisors can personalize portfolios more efficiently, supported by Orion’s integration of behavioral finance, risk analytics, and tax-efficient model construction.

“Advisors today are navigating a more complex investment landscape — and clients expect more than one-size-fits-all solutions,” said Tim Holland, CFA, Chief Investment Officer at Orion. “Our unified investment framework gives advisors a powerful way to translate that complexity into clarity. By integrating behavioral finance, risk management, and tax-aware strategies into a flexible, goal-based structure, we’re enabling advisors to deliver deeply personalized portfolios at scale that are aligned not just to performance targets, but to the values, needs, and emotional drivers of each investor they serve.”

As part of this evolution, Orion is retiring the “Communities” name and transitioning to the more descriptive “Orion Investment Portal”. The new name better reflects the offering’s purpose: streamlined access to a broad range of investment solutions — including Orion Custom Indexing, Orion Fixed Income, and the reimagined Orion Model Marketplace, which enables advisors to access third-party models through Orion’s integrated trading and portfolio management tools. This change also supports Orion’s broader effort to simplify and unify the advisor experience across its platform.

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, 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. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms³rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ In 2024, Orion clients achieved an organic asset growth rate that was 9% higher than that of non-Orion clients. Source: Orion’s 2025 Advisor Growth Survey. Sample size: 372 (238 Orion, 134 Non-Orion.) Question: Thinking about your organic asset growth rate excluding market appreciation and acquisitions, what do you estimate was your firm’s organic asset growth rate in 2024?

² Orion analysis using Fidelity Wealth Management M&A Transaction Report, December 2024. Excluded transactions where the acquirer was not a wealth firm (e.g., a private equity firm). report summary

³ Source: 2025 Top 100 RIA Firms, Barron's, 2025.

Orion Portfolio Solutions, LLC d/b/a Brinker a registered investment advisor.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisors. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

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 OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

Orion Custom Indexing is offered by Orion Portfolio Solutions, LLC a registered investment advisor.

The CFA® is a globally respected, graduate-level investment credential established in 1962 and awarded by CFA Institute — the largest global association of investment professionals. To learn more about the CFA charter, visit www.cfainstitute.org.

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