Orion is a wealthtech leader delivering an integrated suite of fully connected innovative technology and investment solutions on an open architecture platform. Just as advisors are “All In” for their clients, Orion is “All In” on advancing its mission to build a wealthtech community where advisors and investors thrive. Orion’s highly flexible, connected wealthtech ecosystem meets advisors where they are. With relentless focus on client-centric innovation, Orion’s technology simplifies complex workflows, drives personalization at scale, and seamlessly integrates with advisors’ existing tech stacks.   

As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms rely on Orion’s technology to power their businesses and win for investors. 

Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge’s national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country.

Prudential Advisors supports the professional growth of more than 2,800 financial advisors and fee-based financial planners, throughout the U.S. Through a combination of dedicated local leadership, centralized expertise, and an advanced technology platform, these professionals are equipped to deliver tailored, comprehensive financial advice to meet each client’s unique financial needs, across investments, risk management, and retirement income planning. 

Our mission at InvestmentNews is to be the leading source of news, analysis, and insights for financial advisors and wealth-management professionals. We are dedicated to providing timely and accurate information that helps our audience make informed decisions, stay ahead of industry trends and grow their businesses.

We proudly maintain the highest standards of journalistic and editorial integrity, and we are dedicated to fostering a community of knowledge-sharing and collaboration among our readers and contributors. Our goal is to be a trusted and indispensable resource for the financial services industry, delivering value and innovation through our news coverage, research, events, and multimedia platforms.

Above all, we are passionate about empowering financial advisors and helping them succeed in serving their clients and achieving their business objectives. InvestmentNews strives every day to be a catalyst for growth and positive change in the wealth management industry and to inspire the next generation of financial advisors.