Orion, a premier provider of transformative wealthtech solutions for financial advisors and enterprise firms, today announced the dates, location, and theme for Orion Ascent 2027, the financial industry's signature wealthtech event. The conference will take place February 22–25, 2027, at the Hyatt Regency in Orlando, Fla. The 2027 conference will center around the theme "Unlock," a forward-looking message focused on helping advisors unlock new opportunities for growth in an era transformed by AI.
Quick Intel
Orion Ascent 2027 takes place February 22–25, 2027 in Orlando, Florida.
Theme "Unlock" focuses on AI-driven growth and new opportunities for advisors.
More than 2,200 advisors, asset managers, and fintech providers expected to attend.
Conference named one of Best Conferences for Financial Advisors in 2026 by Kitces.
Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management.
Orion services $5.9 trillion in assets under administration.
"Ascent 2027 is built for those advisors – leaders who are looking to unlock the next stage of growth for their firms," said Natalie Wolfsen, CEO of Orion. "By bringing together the latest innovations in AI, personalized wealth solutions, and one of the industry's most engaged advisor communities, Ascent helps advisors create capacity, deepen client relationships, and drive better outcomes for the investors they serve. That's what Unlock represents: helping advisors realize what's possible for their clients and their businesses."
Over the past decade, Orion Ascent has emerged as the industry's premier advisor event and was named one of the Best Conferences for Financial Advisors in 2026 by Kitces. What continues to set Ascent apart is its unique combination of innovation, education, and community – convening advisors, operations leaders, investment professionals, and firm executives to learn from industry experts and one another. Through role-based community groups, Women in Wealth and NextGen programming, and peer networking opportunities, attendees connect with others who share their challenges, ambitions, and commitment to growth.
Reed Colley, President of Orion Advisor Technology, stated: "AI is quickly moving from experimentation to real-world application across the advisor workflow. The opportunity now is to connect that intelligence to the systems advisors already rely on, so it drives action not just insight. At Ascent 2027, we'll focus on how advisors can apply AI in practical ways to expand capacity, streamline operations, and create more meaningful client experiences." The conference will feature visionary keynote presentations, hands-on workshops, a new advisor-led content series "Advisors Unlocked," and practical sessions focused on AI and personalized wealth solutions.
Ron Pruitt, President of Orion Wealth Management, added: "The Ascent theme speaks directly to where wealth management is headed: unlocking personalization at the level of the entire household. The advisors we serve want to manage every account, strategy, and tax decision in a coordinated way that reflects a family's full financial picture. At Ascent 2027, we'll show advisors how connected investing, tax-smart trading, and household-level intelligence unlock deeper personalization and better after-tax outcomes — giving them confidence that every decision supports their clients' long-term goals."
The conference runs from February 22–25, 2027, with Monday featuring arrivals, optional pre-conference programming, community group kickoffs, and a welcome reception. Tuesday and Wednesday include general sessions, breakouts, AI workshops spanning advisor workflows and operations, community-focused sessions, podcast stage programming, and networking.
About Orion
Orion is a wealthtech leader, powering financial advisors with a flexible, connected platform that unlocks built-in AI directly into workflows. With solutions spanning portfolio management, planning, CRM, reporting, and a broad open-integration ecosystem, Orion is designed for fast-growing advisors who want to move faster, work smarter, and focus more time on clients. Orion ranks #1 in market share for All-In-One Software, CRM, and Portfolio Management/Reporting. As of March 31, 2026, Orion services $5.9 trillion in assets under administration and $185 billion of wealth management platform assets, supports more than 8.3 million technology accounts, and powers thousands of independent advisory firms. Today, 17 of the top 20 Barron's RIA firms rely on Orion technology to help drive growth and better investor outcomes.
