Orion Hires Wealth Management Sales Veteran Jeff Schwantz to Drive Advisor Growth — Orion Advisor Solutions, Inc.

Event summary

Jeff Schwantz joins Orion as Executive Vice President of Wealth Management Sales, effective April 14, 2026.
Schwantz brings nearly 30 years of experience in fintech, wealth management, and enterprise distribution.
Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets as of December 31, 2025.
Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management/Reporting Tools.
17 of the top 20 Barron’s RIA firms rely on Orion technology.

The big picture

Orion's appointment of Jeff Schwantz underscores the growing demand for scalable wealth management solutions as advisory firms seek to expand capacity and serve more households efficiently. The move comes amid increasing advisor adoption of Orion's connected wealthtech ecosystem, highlighting the strategic importance of sales leadership in driving growth. With $5.8 trillion in assets under administration, Orion is positioning itself as a key player in the wealth management technology space, competing with other fintech firms to modernize advisor operations and improve client outcomes.

What we're watching

Advisor Adoption: How Orion's ability to deepen advisor partnerships will impact its market share and growth trajectory.
Technology Integration: Whether Orion can sustain its momentum in integrating AI and other advanced technologies into advisor workflows.
Competitive Positioning: The pace at which Orion can differentiate itself in a crowded wealth management technology landscape.