Orion has made a significant impact among wealth tech providers by blending technical expertise with innovations in behavioral finance, supplying financial advisors with an uncommon array of services. Recently, Orion earned recognition in eight different areas in the Think Advisor Luminaries Class of 2024.
During a conversation with Think Advisor Contributor Bobbie Turner, Orion CEO Natalie Wolfsen and Chief Behavioral Officer Dr. Daniel Crosby detailed the company’s objectives and unified vision. They elaborated on concepts such as Orion’s “choose your own adventure” strategy for advisors, the transformative role of behavioral finance and psychology in the advisory domain, and the strategic considerations advisors should prioritize as 2025 approaches.
To gain further insight into Orion’s approach to advisor support, read the full article on Think Advisor. A subscription may be required to access the complete content.