Orion has entered a new collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions that support EFE’s planning teams, the companies said. Under the arrangement, EFE is unifying core functions—portfolio management, trading, data, reporting, and advisor engagement—on Orion’s connected ecosystem.
EFE, which described itself as one of the nation’s largest independent wealth planning and workplace investment advisory firms, said the move is intended to streamline operations, strengthen collaboration across its planning organization, and give planners more time to focus on client relationships.
The partnership centers on Orion’s unified platform, which the company said is designed to help firms scale by creating a consistent operating environment across systems and workflows. Orion’s capabilities highlighted in the announcement include portfolio management and trading intended to simplify rebalancing and execution while preserving household-level preferences and tax awareness; real-time data sharing across systems within a firm’s preferred cloud environment; and advisor engagement tools and the Orion Reporting Suite, which are positioned as ways to centralize client data and communications while enabling more proactive, personalized service.
EFE said it has completed onboarding to Orion’s platform and plans to accelerate its efforts in the year ahead. Orion, for its part, framed the collaboration as aligned with its goal of reducing operational complexity for advisors and supporting personalization at scale.
Orion said it provides a “tech-enabled fiduciary process” spanning prospecting, planning, investing, and performance tracking through a single connected experience. The company noted that its broader offering includes Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO. Orion also reported $5.8 trillion in assets under administration and $133 billion of wealth management platform assets as of December 31, 2025, along with more than 8 million technology accounts. The company added that 17 of the Top 20 Barron’s RIA firms rely on Orion’s technology, citing Barron’s 2025 Top 100 RIA Firms list.
KEY QUOTES
“This collaboration gives us an opportunity to better integrate our systems, strengthen the tools our planners rely on, and enhance the experience we deliver to our clients. We’re fully onboarded to Orion’s platform and excited to accelerate our efforts in the year ahead.”
Matt George, Senior Vice President and Head of Product, Edelman Financial Engines
“Edelman Financial Engines has long been a leader in delivering high-quality, human-centered financial planning at scale, and we’re proud to support the next phase of their journey. Our focus at Orion is to simplify complexity so advisors can stay centered on the people they serve. This collaboration reflects our shared commitment to personalization, better workflows, and meaningful client outcomes. We’re excited to work side by side with the EFE team to help them scale their impact.”
Natalie Wolfsen, CEO, Orion
