Orion announced its collaboration with Edelman Financial Engines (EFE) to provide advisor technology and investment management solutions in support of EFE’s planning teams.
Edelman Financial Engines, identified as one of the nation’s largest independent wealth planning and workplace investment advisory firms, is utilizing Orion’s connected ecosystem to streamline operations, enhance collaboration, and enable planners to allocate more time to client interactions.
Matt George, Senior Vice President and Head of Product at Edelman Financial Engines, stated, “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.”
Orion’s unified system is designed to support firms’ growth through scalable integration, consistency, and efficiency. Its comprehensive capabilities include portfolio management and trading, which simplifies rebalancing and execution while preserving household-level preferences and tax awareness. The platform also offers real-time data sharing, providing firms with timely, actionable insights across systems within their preferred cloud environment, along with an advisor engagement and Orion Reporting Suite to centralize client data and communications, deliver clear insights, and facilitate proactive, personalized service. This integrated experience aims to streamline advisor workflows, increase productivity, and enhance client service.
Natalie Wolfsen, CEO of Orion, added, “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.”
Orion, a provider of tech-enabled fiduciary processes, aims to transform the advisor-client relationship by enabling financial advisors to prospect, plan, invest, and achieve within a single, connected, technology-driven experience. Its brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO—form an offering designed to empower firms to attract new clients, connect goals to investment strategies, and track progress toward financial success. Orion services $5.8 trillion in assets under administration and $133 billion of wealth management platform assets as of December 31, 2025, supporting over 8 million technology accounts and thousands of independent advisory firms. According to Barron’s 2025 Top 100 RIA Firms, 17 out of the top 20 RIA firms rely on Orion’s technology to power their businesses.
