Arete Wealth and Orion Join Forces to Revolutionize Financial Advisory Technology

Arete Wealth Expands Its Technology Offerings with Orion

In a significant development for the financial advisory landscape, Arete Wealth, a prominent broker-dealer and registered investment advisory firm, has announced a strategic partnership with Orion, a leading provider of innovative wealthtech solutions tailored for financial advisors. This collaboration marks a critical advancement in Arete Wealth's mission to strengthen its technology portfolio, ultimately enhancing the services offered by its Corporate RIA and affiliated Independent RIAs.

Enhancing Advisory Capabilities

The agreement with Orion underlines Arete Wealth's unwavering commitment to providing its advisors with cutting-edge technology that empowers them to better serve their clients. The firm’s open-architecture platform has already made waves in the industry, and with Orion’s renowned capabilities, it aims to take that innovation to another level.

Orion is globally recognized for its integrated platform, which not only supports portfolio management and trading but also encompasses reporting, compliance, and tools for client engagement. By incorporating Orion’s robust technology solutions, Arete Wealth seeks to facilitate efficiencies, enhance the client experience, and empower its advisors to scale their operations more effectively.

Joshua Rogers, the Founder and CEO of Arete Wealth, emphasizes, "We are dedicated to continuously evolving our advisory platform with best-in-class technology that empowers financial professionals. This new partnership with Orion represents a significant leap forward in our strategic plan to furnish advisors with the most innovative tools available, ensuring they can optimize their practices while providing exceptional client service."

A Moment of Growth for Arete Wealth

This strategic move comes at a time when Arete Wealth is experiencing considerable growth, having nearly doubled its Advisory Assets Under Management (AUM) since 2022. The company is also witnessing a notable increase in demand for its outsourced services for independent RIAs, highlighting the need for comprehensive technology and advisory solutions in the current market climate. Orion’s platform will play a crucial role in bolstering this growth by offering seamless integration and advanced analytics to Arete's expanding network of financial professionals.

Reed Colley, President of Orion Advisor Technology, remarked, "Orion's platform is crafted to assist firms such as Arete Wealth in accelerating their growth and delivering an exceptional client experience. Our collaboration enables advisors to scale their businesses effectively while maintaining the personalized service that clients today increasingly expect."

A Leader in Wealth Management

The partnership with Orion not only reinforces Arete Wealth’s status as a trailblazer in independent wealth management but also signifies the firm’s ongoing commitment to investing in technologies and partnerships that drive success for both its advisors and their clients. With this strategic initiative, Arete Wealth is poised to redefine the client-advisor relationship, ultimately leading to more successful investment outcomes for investors across the board.

About Arete Wealth

Established in 2007 and headquartered in Chicago, Arete Wealth, Inc. provides a wide range of financial services, including investment banking, broker-dealer services, financial planning, asset management, and estate planning. With over 60 offices nationwide, Arete is consistently recognized as a leading independent hybrid broker-dealer and registered investment advisory firm. To find out more about Arete Wealth’s comprehensive financial solutions, visit www.aretewealth.com.

About Orion

Orion is a premier provider of technology-enabled fiduciary processes that transform the advisor-client relationship. With its comprehensive offering that includes Orion Advisor Tech, Orion Portfolio Solutions, and Redtail Technology, Orion helps financial advisors seamlessly attract new clients and align goals with investment strategies. Orion manages approximately $4.7 trillion in assets under administration, serving thousands of independent advisory firms. To learn more, visit Orion.com.