Orion Welcomes Fintech Veteran Arun Anur as Chief Operating Officer

New executive leadership role focused on the delivery of exceptional client experiences

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, is pleased to announce the appointment of Arun Anur as Chief Operating Officer, effective December 9, 2024. In this role, Arun has responsibility for Orion’s client experience delivery, including service, operations, data reconciliation and onboarding.

Bringing over 30 years of experience in the financial services and software as a service industries, Arun is a highly experienced global services, consulting and customer support executive leader. He most recently served as Chief Operating Officer for Envestnet | Yodlee. Earlier in his career, Arun held technology consulting leadership roles at Oracle for more than a decade. Arun holds a Master of Science in Industrial Engineering from Kansas State University and a Bachelor of Engineering in Industrial and Production Engineering from BMSCE, India.

“We’re thrilled to welcome Arun Anur to Orion as Chief Operating Officer,” said Orion CEO Natalie Wolfsen. “This pivotal role is a new addition to Orion’s Executive Team as we execute our mission to build a wealth-tech community where every advisor and investor thrives. Arun’s deep industry experience and proven track record will ensure we’re delivering a consistently exceptional client experience, seamless service, and operational excellence through our reliable systems and support.”

Arun adds, “Orion’s dedication to delivering exceptional client service and pioneering technology aligns perfectly with my extensive background in leading global client support organizations and operational strategy. I’m excited to work with the talented team at Orion to further elevate the service we provide, ultimately creating raving fans of the advisors and enterprises we serve.”

3260-OAS-12/20/2024

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.7 trillion in assets under administration and $72.5 billion of wealth management platform assets (as of September 30, 2024) and supports over six million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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