Wealthtech juggernaut announces initial Ascent overview; Orion expects to draw nearly 2,000 wealth management professionals to America's finest city

Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, today unveiled the at-a-glance schedule for Orion Ascent 2024, the financial industry’s signature wealthtech event. This flagship gathering will be held March 12-15, 2024, at the Marriott Marquis San Diego Marina, overlooking the picturesque San Diego Bay.

Named a Best Conference for Financial Advisors in 2023¹ , Orion’s upcoming 2024 event promises an enhanced attendee experience with a distinct focus on building community and hearing directly from advisors driving growth in their practices. Orion’s elite advisors will enjoy unique VIP experiences and all attendees can take advantage of continuing education.

“Orion Ascent is a can’t-miss event, giving our clients a look at the Orion of the future as we focus on powering advisors and winning for investors by enhancing and connecting every aspect of the advisor-client journey,” said Ryan Beach, President of Orion Wealth Management. “Our TAMP advisors will participate in a curated wealth management track, train on Orion platforms, and meet with industry-leading portfolio strategists and managers.”

Brian McLaughlin, President of Orion Advisor Tech, added, “Our Tech advisors will attend tailored training on Orion’s connected technology suite, getting the latest on new tech integrations and winning workflows that are powering advisors’ businesses. Attendees will hear directly from advisors who have integrated their technology, freeing resources and re-directing those toward growth efforts.”

Orion serves 2,300 advisory firms and more than 52,000 active advisory representatives. Over the past decade, Ascent has established itself as the industry’s premier advisor event, bringing together nearly 2,000 top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and enterprise technology firms for three days of valuable content, industry projections and networking.

Agenda Preview

• Tuesday, March 12 – Arrivals, optional sessions and welcome networking reception
• Wednesday, March 13 – All-day sessions
• Thursday, March 14 – All-day sessions and final night celebration
• Friday, March 15 – Morning networking and departures

Orion Ascent Sponsorship Information

Media Registration

To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email orion@streetcredpr.com.

Ascent Event Registration Information

Interested attendees can visit the event website to sign up to receive ongoing event communication and to be notified when registration opens in the fall.

Ascent Event Website

https://ascent.orion.com/

¹ Source: Kitces.com

1656-OAS-6/16/2023

About Orion Advisor Solutions

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. With the addition of Redtail and Orion OCIO, the combined platform services $3.6 trillion in assets under administration and $61.7 billion of wealth management platform assets (as of March 31, 2023). Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Learn more at orion.com.

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Named a Best Conference for Financial Advisors in 2023, Orion’s upcoming 2024 event promises an enhanced attendee experience with a distinct focus on building community and hearing directly from advisors driving growth in their practices.