Edelman Financial Engines Selects Orion as its Wealthtech Partner to Personalize Advice at Scale

Orion today announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment ...

Edelman Financial Engines Switches Tech Stack from Envestnet to Orion

The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, ...
SDxCentral

Orion Welcomes Mark Mayo as Chief Financial Officer

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for fiduciary advisors, is pleased to announce the appointment of Mark Mayo as its Chief Financial ...
Business Wire

Voya Financial teams up with Orion to launch new technology platform for financial professionals

WINDSOR, Conn.--(BUSINESS WIRE)--Voya Financial, Inc. (NYSE: VOYA) announced today that it is collaborating with Orion, a premier provider of transformative wealthtech solutions for financial ...

Orion Financial to Deploy Scienaptic AI for Advanced Credit Underwriting

Scienaptic AI, a global leader in AI-powered credit decisioning, today announced that Orion Financial, headquartered in ...
KELOLAND News

Orion Federal Credit Union Rebrands as Orion Financial and Launches an Updated Website

MEMPHIS, Tenn., April 7, 2025 /PRNewswire/ -- Orion Federal Credit Union is excited to announce its rebrand as Orion Financial, marking yet another important chapter in its commitment to partnering ...
Morningstar

Orion Financial Appoints Thomas E. Holmes Jr. as Senior Vice President of Marketing

"Thomas brings an exceptional blend of creative vision, strategic leadership, and deep industry expertise," said Ashley McDurmon, President and CEO of Orion Financial. "His track record of driving ...