Orion Ascent 2027 Aims to Unlock Next-Gen Wealthtech Capabilities — Orion Advisor Solutions, Inc.

Event summary

Orion Ascent 2027 registration opens for February 22–24, 2027, event in Orlando, expecting 2,200 attendees.
Theme 'Unlock' focuses on AI integration, household-level personalization, and private market access.
Keynote by Apollo's Chief Economist Torsten Sløk on macroeconomic trends and private markets.
Early bird pricing offers $350 discount for first 400 registrants; team pricing available.
17 of the top 20 Barron’s RIA firms rely on Orion technology.

The big picture

Orion Ascent 2027 underscores the wealthtech leader’s push to equip advisors with cutting-edge tools, reflecting broader industry trends towards AI-driven efficiency and personalized investment strategies. With $6.6 trillion in assets under administration, Orion’s event highlights the strategic importance of technology in scaling advisor capabilities and client outcomes. The focus on private markets and AI integration positions Orion at the forefront of transforming wealth management practices.

What we're watching

AI Adoption: How Orion’s Denali AI will demonstrate practical applications in advisor workflows and capacity building.
Private Market Access: Whether the event’s focus on private markets signals a broader industry shift towards alternative investments.
Advisor Productivity: The pace at which advisors integrate new technologies to enhance productivity and client experience.