Orion WealthTech
@orionwealthtech
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Power your growth and scale your business with Orion’s fully connected technology and investment solutions. https://t.co/wePQyBzEUZ
United States
Joined April 2009
⚡️ Don't miss this exclusive interview with Orion CEO, Natalie Wolfsen, and @Diana_Britton of @wealth_mgmt on how integrations, analytics, and measured innovation are key to her vision for Orion:
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Did you have FOMO this week during #OrionAscent? Don’t let it happen again! MARK YOUR CALENDARS - Ascent 2026: February 25-27, 2026 in San Diego, CA!
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That’s a wrap on #OrionAscent! 🤩 Thanks to our attendees, industry leaders, and exhibitors for going #AllIn and with us and making this another successful national conference. ⚡What was your favorite moment for this week? Cheers to another amazing year! 💙
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🚀 Today, we’re launching new tools to help advisors better serve HNW & UHNW clients! 💰 As multi-generational wealth planning grows, our solutions offer the flexibility and strategies needed for lasting wealth preservation.
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RT @ShannonRosic: Some of my favorite day 1 moments from #OrionAscent 1️⃣ Trading friendship bracelets with Natalie Wolfsen 2️⃣ El preside…
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Live from Orion Ascent! 🚨 New tech upgrades for advisors! 🚀 New AI for meeting prep, boosted enterprise efficiency and trading/compliance upgrades for smoother workflows. Stay ahead, serve clients better, and optimize operations! Get full details here: #AllIn
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Planning your schedule for the day? We have 8️⃣ opportunities for you to receive #CE credit today! Not able to make them all? We have plenty of FREE continuing education credits available for you on the Orion Advisor Academy:
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🧠The Mind & The Market is a cornerstone of #OrionAscent and this year, we’re taking it up a notch. Join Tim Holland, Dr Daniel Crosby, and Steve Pavlick for the 2025 edition of The Mind and the Market: Navigating People, Profit, & Politics.
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Who else is ready for another full day at #OrionAscent? These guys are! Orion’s Presidents, Ron Pruitt & Reed Colley are going #AllIn on Innovation and sharing our blueprint for 2025.
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🏌️♂️ 30 feet for 30 years! Destinations is turning the big 3️⃣-0️⃣ Stop by the Orion booth to learn more about our 3 decades of success and try to sink a 30ft putt! ⛳
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RT @StreetCred_PR: 🔥 In this fireside chat, Jessica Leoncini of @JanusHenderson sits down with @RickyRedtail to discuss opportunities in fi…
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🧠 If you’re looking to knock out some of your continuing education credits while at #OrionAscent, we’ve got you covered. We’re going #AllIn on CE this year with over a dozen opportunities to receive credit this week. Here are the sessions where you can get your #CE today.
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🥁 Drum roll, please… 🥁 The results from Orion’s third annual Wealthtech Survey are in! Advisors are going #AllIn on tech, personalization, and growth in 2025. See all of the insights from this year’s survey here:
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RT @RickyRedtail: Day 1 of #Ascent2025 is in the books, but the real show starts tomorrow. Be there! #OrionAscent
@RedtailCRM @orionwealt…
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RT @elenaspeaking: Such a treat to spend some quality time with these lovely humans!! Vibes at #OrionAscent are high. 💙💙💙 @NiiyaBecky @BPd…
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RT @StreetCred_PR: 💙 @orionwealthtech CEO Natalie Wolfsen explains this year’s theme #AllIn. It’s 3 things: 1️⃣ Being fully committed to…
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RT @StreetCred_PR: Richard Orion is back everyone! 💥 @RickyRedtail @orionwealthtech #AllIn #OrionAscent
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👋 to hashtag#OrionAscent attendees from Natalie Wolfsen - Orion CEO, and @RickyRedtail - Orion Director of Brand Experience. They're ready to take the stage and share how Orion is going #AllIn for our clients and investors in 2025.
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🚀 BLAST OFF! #OrionAscent 2025 has officially kicked off and our exhibit hall is buzzing with attendees, industry leaders, exhibitors, and the Orion team. We’re so excited to share all that we have in store for this week!
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