Orion services $4.9 trillion in assets under administration and $97.5 trillion in wealth management platform assets, as of the end of 2024.

US wealthtech provider Orion has unveiled a number of platform enhancements in areas such as tax and estate planning, trust accounting, foreign exchange and an outsourced chief investment officer (OCIO).

The firm, which serves high net worth and ultra-HNW clients, including family offices, said in a statement that it is moving toward integrating Summit Wealth systems into its platform.

Orion added that a recent survey it carried out showed that more than 40 per cent of HNW investors want their advisor to offer more services. Its 2025 Advisor Wealthtech Survey, meanwhile, shows that nearly half (47 per cent) of advisors plan to expand their offerings this year to attract cleints, including services like estate planning, direct indexing, and trust accounting. 

However, there’s a disconnect, because Orion’s parallel Investor Survey showed that while 49 per cent of advisors offer estate and trust planning, only 35 per cent of investors are aware that their advisors provide these services. 

“With a massive generational wealth transfer underway, advisors are facing unprecedented opportunities alongside increasing complexities,” Ron Pruitt, president of Orion Wealth Management, said.

Orion services $4.9 trillion in assets under administration and $97.5 billion of wealth management platform assets (as of December 31, 2024).