Arete Wealth Expands Technology Offering with Orion Collaboration

Top Broker-Dealer Enhances Advisory Capabilities with Cutting-Edge WealthTech Solutions

CHICAGO, May 13, 2025 /PRNewswire/ -- Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce a new agreement with Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them. This strategic collaboration underscores Arete Wealth's ongoing commitment to equipping its Corporate RIA and affiliated Independent RIAs with innovative solutions that enhance advisory services and streamline operations.

Arete Wealth provides an open-architecture, best-in-class Advisory platform with leading technology for its own Corporate RIA and affiliated Independent RIAs. By implementing Orion's deeply integrated platform, the firm continues to enhance its suite of technology-driven solutions to support financial professionals in delivering superior client outcomes. Orion is renowned for its industry-leading platform that integrates portfolio management, reporting, trading, compliance, and client engagement tools. The firm's advanced technology solutions enable financial professionals to drive efficiencies, improve client experiences, and scale their businesses effectively.

"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. "Our new partnership with Orion represents another significant step in our strategy to provide advisors with the most innovative tools available, ensuring they can optimize their practices and better serve their clients."

This agreement comes at a time of substantial growth for Arete Wealth, which has nearly doubled its Advisory Assets Under Management (AUM) since 2022. Additionally, the firm's outsourced services for independent RIAs have expanded significantly, reflecting increasing demand for comprehensive technology and advisory solutions. Orion's platform will play a crucial role in supporting this trajectory, delivering seamless integration, advanced analytics, and superior client engagement capabilities to Arete's growing network of financial professionals.

 "Orion's platform is designed to help firms like Arete Wealth accelerate growth and deliver an exceptional client experience," said Reed Colley, President of Orion Advisor Technology. "Together, we're enabling advisors to scale their businesses while delivering the personalized service today's investors expect."

By leveraging Orion's scalable, end-to-end platform, Arete Wealth further solidifies its position as a leader in independent wealth management, continually investing in partnerships that drive success for its advisors and their clients.

About Arete Wealth

Arete Wealth, Inc. is a sophisticated financial services and wealth management firm offering expertise across investment banking, managing broker-dealer services, financial and estate planning, investment advice, asset management, insurance, annuities, and alternative investments. The firm provides financial solutions through institutional, full-service, and direct-to-consumer digital investment channels. Founded in 2007 and headquartered in Chicago, Arete Wealth has over 60 offices nationwide and is consistently ranked as a top independent hybrid broker-dealer and registered investment advisory firm. Learn more at www.aretewealth.com.

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 firms¹ rely on Orion's technology to power their businesses and win for investors. Learn more at Orion.com.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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SOURCE Arete Wealth