Wealthtech innovator announces Ascent 2026 theme; Orion expects to draw over 2,000 wealth management professionals to San Diego

Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the dates and location for Orion Ascent 2026, the financial industry’s signature wealthtech event. This flagship gathering will be held February 24-27, 2026, at the San Diego Marriott Marquis, overlooking the iconic San Diego Bay.

The Orion Ascent 2026 theme, Relentless, will spotlight the fierce commitment and drive that define today’s top advisors, who tirelessly pursue investor success, lead through challenge and change, and passionately deliver excellence in every outcome.

Named a Best Conference for Financial Advisors in 2025¹, Orion Ascent continues to set the standard for what an industry event can be, combining thought leadership, peer-driven insights, and hands-on technology training to help advisors meet rising investor expectations, scale their businesses efficiently, and stay ahead of change in an increasingly complex environment.

“Advisors show up every day with relentless drive—to serve clients with commitment, grow their businesses, and navigate constant change,” said Natalie Wolfsen, CEO of Orion. “Ascent is our opportunity to celebrate that mindset and fuel it. We’re bringing together a powerful community, practical tools, and bold ideas to help advisors push further, faster.”

With more than 2,000 advisors, asset managers, fintech providers, and thought leaders expected to attend, Orion Ascent 2026 will deliver a dynamic mix of advisor-led sessions, CE credit opportunities, platform deep-dives, and roadmap previews—all designed to help advisors scale with purpose, stay ahead of investor expectations, and better leverage their tech stacks. Following the successful launch of role-based Community Groups at Ascent 2025, the 2026 event will once again bring together peer leaders—like COOs, CTOs, CCOs, and CIOs—for curated discussions and networking opportunities tailored to their unique challenges. These interactive groups received overwhelmingly positive feedback in 2025 from participants, who cited how much value the chance to exchange insights with their peers provided.

“Innovation is the heartbeat of everything we do at Orion,” said Reed Colley, President of Orion Advisor Tech. “At Ascent 2026, advisors will discover powerful, actionable ways to harness our connected technology suite to drive transformation in their firms. Aligned with this year’s Relentless theme, the event will empower advisors to streamline operations, scale personalization with AI, and enhance their ability to deliver exceptional client value, no matter how the market evolves.”

Orion’s Wealth Management advisors will benefit from a curated wealth management track, training opportunities on Orion platforms, and direct engagement with the firm’s investment leadership and strategist partners.

"This year’s Relentless theme embodies the unyielding dedication that defines the best financial advisors,��� said Ron Pruitt, President of Orion Wealth Management. “In an environment where client expectations and market complexities continue to evolve, it’s that relentless pursuit of excellence that helps advisors lead with clarity, resilience, and impact. At Ascent 2026, we’ll spotlight the strategies, insights, and innovations that enable advisors to push boundaries, deliver lasting value, and drive better outcomes for their clients and businesses.”

Orion serves 2,400 advisory firms and supports over 7.3 million technology accounts. Over the past decade, Orion Ascent has established itself as the industry’s premier advisor event, bringing together nearly 2,000 top financial advisors, innovative fintech providers, wealth management leaders, broker-dealers and tech-forward enterprise technology firms for three days of valuable content, industry projections and networking.

Agenda Preview

• Tuesday, February 24 – Arrivals, optional pre-conference sessions and welcome networking reception. This year’s event will also feature a dedicated Elite networking experience on the afternoon of February 24, with more details to be announced soon.
• Wednesday, February 25 – All-day sessions
• Thursday, February 26 – All-day sessions and final night celebration
• Friday, February 27 – Morning networking and departures

Sponsorships

Interested in being a sponsor? Learn more here.

Media Registration

To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email orion@streetcredpr.com.

Ascent Event Registration Information

Interested attendees can visit the event website. Registration will open up in September 2025.

Ascent Event Website

https://orion.com/ascent

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 $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms² rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

¹Source: Kitces.com

²Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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