Orion surpasses $6.6 trillion in assets, expands Denali AI
Orion announced it has surpassed $6.6 trillion in assets under administration, a 29% increase since crossing $5 trillion one year ago. The firm nearly doubled its wealth management assets year over year to $211 billion and expanded its Denali AI ecosystem into three options embedded in every product at no extra cost.
*this image is generated using AI for illustrative purposes only.
Orion today announced it has surpassed $6.6 trillion in assets under administration, a 29% increase since crossing $5 trillion one year ago. The firm nearly doubled its wealth management assets year over year to $211 billion and now supports over 8.6 million technology accounts. Alongside these milestones, Orion expanded its Denali AI ecosystem into three options designed to accelerate advice, expand advisor capacity, and drive organic growth.
Every Orion product will include impactful AI features at no extra cost, with options that grow alongside each firm’s AI strategy. The expansion follows Orion's achievement of ISO 42001 certification, the first international standard for AI management systems. The three levels of the Denali ecosystem are designed to meet firms where they are on their AI journey.
Denali Ecosystem Options
Powered by Denali
This tier provides built-in, impactful AI features at no extra cost. Denali will live inside Orion’s individual products, including Redtail CRM, portfolio accounting, trading, risk, compliance, and planning. Advisors can ask anything, see suggested actions for every client, and hand the busywork to time-saving AI agents.
Denali Solutions
This level offers connected AI customized to each firm's strategy. Firms can select connected AI capabilities that fit their priorities and activate them across the Orion products they use. Initial capabilities include firm-specific proposal generation, portfolio opportunity alerts, smart prospect prioritization, and revenue and fee insights. Automated meeting preparation and note-taking are also included.
Denali AI
Launched in February, Denali AI orchestrates AI across the entire firm. It transforms home office operations by connecting Orion and third-party integration partner systems, automating firm-wide workflows, and giving leaders greater visibility and control. The result is a more efficient firm that scales service and reduces operational overhead.
Financial and Operational Metrics
Orion reported significant growth in its key operational metrics for the current period.
| Metric | Value |
|---|---|
| Assets under administration | $6.6 trillion |
| Wealth management assets | $211 billion |
| Technology accounts | 8.6 million |
"Our clients are among the most forward-thinking firms in the industry, and their success is what's carried Orion past $6 trillion," said Orion CEO Natalie Wolfsen. "Orion clients grew nearly 40% faster in 2025 than non-Orion advisors, and we designed Denali to help extend that advantage."
Reed Colley, President of Orion Advisor Technology, emphasized the integration of AI into daily workflows. "Most of an advisor's day still goes to work that isn't advice – meeting prep, follow-ups, and reconciling data across disconnected systems," Colley said. "Denali handles that work in the background, turning Orion's trusted data foundation and system of record into a system of intelligence."
How will the inclusion of AI features at no extra cost impact Orion's profit margins and pricing power relative to competitors?
What specific regulatory challenges might arise as Orion automates compliance and advisory workflows using the Denali ecosystem?
Will the ISO 42001 certification become a de facto standard for other wealth management firms adopting AI technologies?
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