Orion Ascent 2027 Conference Aims to Accelerate Advisor Growth Through AI Integration
Event summary
- Orion Ascent 2027 conference scheduled for February 22–25, 2027 in Orlando, Florida.
- Event expects over 2,200 attendees including advisors, asset managers, and fintech providers.
- Theme 'Unlock' focuses on AI-driven growth strategies for financial advisors.
- Orion services $5.9 trillion in assets under administration as of March 31, 2026.
The big picture
Orion's Ascent 2027 conference reflects the accelerating trend of AI integration in wealth management. With $5.9 trillion in AUM, Orion is positioning itself as a leader in helping advisors navigate the AI transformation. The event underscores the industry shift toward personalized, data-driven client solutions.
What we're watching
- AI Adoption Pace
- How quickly advisors integrate AI into workflows post-conference.
- Competitive Positioning
- Whether Orion can maintain its market share lead amid AI-driven competition.
- Strategic Partnerships
- The extent to which new alliances emerge from the event.
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