Orion Appoints Industry Veteran Jeff Schwantz to Lead Wealth Management Sales as Advisor Growth Accelerates

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced that Jeff Schwantz has joined the company as Executive Vice President of Wealth Management Sales. In this role, Schwantz will lead Orion’s Wealth Management Sales organization, overseeing strategic growth initiatives that support continued demand as advisory firms look to scale growth, expand capacity, and serve more households efficiently.

With increasing advisor adoption across Orion’s connected wealthtech ecosystem, Schwantz will focus on deepening relationships with individual advisors and advisory firms while helping advisors leverage Orion’s technology, investment solutions, and data capabilities to grow without adding complexity.

“Orion continues to see strong momentum as advisors and advisory firms look for partners who can help them grow while staying focused on clients,” said Ron Pruitt, President of Orion Wealth Management. “Jeff brings deep industry experience and a strong understanding of what advisors need to scale effectively. He will play a key role as we continue expanding our wealth management business and executing on our long-term growth strategy in support of advisors across the industry.”

Schwantz brings nearly 30 years of experience across fintech, wealth management, and enterprise distribution, with a proven ability to drive growth, modernize sales organizations, and deliver for advisors and their clients. He will help Orion deepen advisor partnerships and accelerate adoption of the firm’s wealth management capabilities as client expectations continue to shift toward more personalized, household-level outcomes.

Prior to joining Orion, Schwantz served as Chief Growth Officer at Luma Financial Technologies, where he led global sales, marketing, and client support & success for a rapidly scaling fintech firm for alternative investments. Earlier in his career, he held executive leadership roles at Advisor360, Morningstar, eMoney Advisor, and BNY Pershing, where he led large-scale transformations, built and scaled high-performing teams, and advanced solutions across the wealth management ecosystem.

“Advisors are under pressure to grow, personalize advice, and deliver on business outcomes,” said Schwantz. “Orion’s connected platform and wealth management capabilities are designed to help enterprises and their affiliated advisors increase capacity, improve efficiency, and drive sustainable growth. I’m energized to join the team and work with growth-oriented advisory firms and advisors who are focused on delivering outcomes and building durable business value, while preserving the human element at the heart of great advice. Firms are choosing Orion because of these elements working together, so great advice leads and business results follow.”

About Orion

Orion is a wealthtech leader, powering advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management / Reporting.¹ As of December 31, 2025, Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets, supports more than 8 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron’s RIA firms rely on Orion technology to help drive growth and better investor outcomes.²

¹Source: T3/Inside Information Advisor Software Survey, 2026. Orion has #1 market share for All-in-One Software, CRM, and Portfolio Management/Reporting Tools. ²Source: 2025 Top 100 RIA Firms, Barron's, 2025.

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 the Orion Investment Portal, and assets in OPS’s proprietary models managed on third-party platforms.

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 advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

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