Arete Wealth & Orion: Advisor Tech Upgrade
- Arete Wealth, a broker-dealer and registered investment advisory firm, is partnering with Orion to enhance its open-architecture advisory platform.
- The integration of Orion’s technology suite will provide financial professionals with tools for portfolio management, reporting, trading, compliance, and client engagement.
- Joshua Rogers, founder and CEO of Arete Wealth, said the partnership with orion is a significant step in providing advisors with innovative tools.
Arete wealth elevates its advisory platform by joining forces with Orion, a move designed to considerably enhance portfolio management and client engagement. This strategic partnership integrates Orion’s powerful wealthtech solutions, providing financial professionals with cutting-edge tools for reporting, trading, and compliance. This upgrade is set to streamline operations and improve client experiences, enabling advisors to scale their practices effectively. News Directory 3 reports on this crucial collaboration,as Arete Wealth,experiencing substantial growth,aims to empower advisors with innovative technology. With Orion supporting trillions in assets, this alliance signifies a major leap forward. Discover what’s next for Arete Wealth’s advisors.
Arete Wealth, Orion Join Forces to Enhance Advisor Tech platform
Updated May 28, 2025
Arete Wealth, a broker-dealer and registered investment advisory firm, is partnering with Orion to enhance its open-architecture advisory platform. The collaboration brings orion’s wealthtech solutions to Arete Wealth’s Corporate RIA and affiliated independent RIAs.
The integration of Orion’s technology suite will provide financial professionals with tools for portfolio management, reporting, trading, compliance, and client engagement. This aims to streamline operations, improve client experiences, and facilitate practice scaling.
Joshua Rogers, founder and CEO of Arete Wealth, said the partnership with orion is a significant step in providing advisors with innovative tools. The goal is to optimize practices and better serve clients.
The agreement comes as Arete Wealth experiences growth, nearly doubling its advisory assets under management since 2022. Orion supports $4.7 trillion in assets under administration as of march 31, 2025.
“Our focus at Arete Wealth is to continuously evolve our advisory platform with best-in-class technology that empowers financial professionals,” said Joshua Rogers, founder & CEO of Arete Wealth.
What’s next
This partnership follows arete Wealth’s recent collaboration with Envestnet, further solidifying its advisory platform. The company continues to seek opportunities to enhance its technology offerings for advisors.