Orion Surpasses $6 Trillion in Assets and Launches Tiered AI-Native Wealth Management Ecosystem

Quick Summary

Orion has reached a massive $6.6 trillion AUA milestone while launching a tiered AI-native wealth management ecosystem called Denali. This expansion embeds AI across Orion’s entire suite at no extra cost, helping advisors reclaim time and potentially increase revenue by 40% through automated workflows.

How Does Orion Solve Advisor Productivity Challenges?

Orion addresses the industry-wide struggle of administrative overhead by embedding AI-native wealth management tools directly into the advisor's daily workflow. By automating meeting preparation, note-taking, and data reconciliation, the Denali ecosystem transforms a standard system of record into a system of intelligence. Key productivity features include:

• Automated AI agents that handle routine "busywork" tasks.
• Smart prospect prioritization to identify high-value leads.
• Revenue and fee insights that flag money in motion and RMD tracking.

This approach allows advisors to focus on deepening client relationships rather than manual data entry.

What Results Has Orion’s AI Technology Delivered?

The impact of Orion’s platform is reflected in its rapid growth and proven success metrics. Orion clients grew nearly 40% faster in 2025 compared to non-Orion advisors, highlighting the competitive edge of integrated technology. The firm now manages $211 billion in wealth management assets, nearly doubling its total year-over-year. Furthermore, Orion’s ISO 42001 certification ensures that these AI-driven results are built on a foundation of auditable and explainable data, providing the security required for enterprise-scale operations.

How Does the Denali Ecosystem Scale for Firms?

Orion offers a flexible, three-tiered AI strategy designed to meet firms at any stage of digital maturity. The "Powered by Denali" tier provides built-in AI features at no additional cost across Redtail CRM and portfolio accounting. For firms requiring more customized AI strategy, the "Denali Solutions" tier offers firm-specific proposal generation and portfolio opportunity alerts. Finally, the "Denali AI" tier provides firm-wide orchestration, connecting third-party integrations and automating complex home-office operations to reduce operational overhead significantly.

FF NEWS TAKE:

Orion hitting $6.6 trillion in AUA is impressive, but the real story is their aggressive move into AI-native wealth management. By making AI a standard feature rather than a paid add-on, Orion is forcing the rest of the wealthtech industry to rethink their pricing models. This move effectively commoditizes basic AI, shifting the value proposition toward enterprise-wide orchestration and deep data integration. It definitely moves the needle.