Orion Welcomes Seasoned Industry Executive Yi‑Ching Wu to Lead Wealth Management Product and Platform Strategy

OMAHA, Neb.--(BUSINESS WIRE)--Orion today announced that Yi‑Ching Wu has joined the company as Executive Vice President of Wealth Management Product and Platform. In this role, Wu will lead initiatives that support Orion Wealth Management’s continued growth and advisor adoption.

With increasing demand from advisors for more integrated, scalable wealth management solutions, Wu will focus on advancing and unifying Orion’s investment product offerings and platform capabilities to help advisors deliver more personalized outcomes while improving efficiency and scale.

“We’re focused on building wealth management capabilities that evolve alongside advisors’ businesses,” said Ron Pruitt, President of Orion Wealth Management. “Yi‑Ching brings deep experience across investment products, platform strategy, and advisor‑centric innovation, which will help us continue unifying how advisors deliver advice — increasing capacity, improving efficiency, and supporting more coordinated, household‑level outcomes aligned to each family’s long-term goals.”

Wu brings more than 20 years of experience leading investment product and platform strategy across wealth and asset management organizations. Prior to joining Orion, she served in a senior leadership position at AssetMark, where she oversaw proprietary and third‑party investment platforms and drove growth through product innovation, pricing optimization, and strategic partnerships.

Earlier in her career, Wu held product development and management roles at Schwab, where she managed large-scale proprietary investment lineups and helped launch Schwab’s entry into exchange‑traded funds.

“Advisors need wealth management platforms and investment solutions that are intuitive, flexible, and built around how they serve clients,” said Wu. “Orion’s connected wealthtech platform creates a strong foundation for innovation across products, technology, and data. I’m excited to help advance wealth and investment solutions that empower advisors to scale personalization, improve efficiency, and deliver better outcomes for the households they serve.”

Wu holds an MBA from UC Berkeley Haas School of Business and a Master of Public Policy from Harvard University’s Kennedy School of Government.

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 March 31, 2026, Orion services $5.9 trillion in assets under administration and $185 billion of wealth management platform assets, supports more than 8.3 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

¹ Source: T3/Inside Information Advisor Software Survey, 2026. Orion has #1 market share for All-in-One Software, CRM, and Portfolio Management/Reporting Tools.

² Source: 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.

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