Orion Assets Top $6.6 Trillion as AI Adoption Accelerates

Orion provides technology, investment management and operational services to financial advisers and institutions, making assets administered on its platform a key gauge of its reach in the wealth-management industry. The company’s expansion comes as artificial intelligence is increasingly embedded in portfolio analysis, adviser workflows and client service, reshaping how firms manage growth and deliver financial advice.

Orion said in July 2026 that assets on its platform had surpassed $6.6 trillion, up from $5 trillion a year earlier. The company reported annual growth of 29% and attributed much of the increase to accelerating AI adoption across asset management, which has strengthened demand for its wealth-technology platform and related services.