Headquarters:
Omaha, NE
Year founded:
1999
Number of employees:
Approximately 1,300
Phone:
402 895 1600
Email:
hello@useseeds.com
Website:
orion.com
LinkedIn:
linkedin.com/company/orionwealthtech
“We prioritise embracing cutting-edge technologies, creative problem solving and continuous improvement to enhance our premium funding solutions and provide exceptional value to our clients”
Brett Bastow, IQumulate Premium FundinG
Natalie Wolfsen
Chief Executive Officer
Ron Pruitt
President of Orion Wealth Management
Reed Colley
President of Orion Advisor Technology
Leadership
Natalie Wolfsen joined Orion as CEO in October 2023 and is a member of the firm’s Board of Directors. She is the former CEO of AssetMark and has nearly 30 years of financial services industry experience. For over 25 years, she has served independent advisors (RIA and broker-dealer affiliated) with more than a decade of experience working with independent and insurance broker-dealers.
Prior to joining AssetMark in 2014, Wolfsen previously held digital and investment platform development, investment solution management, strategy, and marketing roles at First Eagle Investment Management, Pershing, Charles Schwab, and American Express. She has an MBA from University of California, Los Angeles, and a Bachelor of Arts degree from University of California, Berkeley.
Wolfsen has been recognized by Barron’s as one of the 100 Most Influential Women in US Finance for three consecutive years (2024–2026), a testament to her visionary leadership and substantial impact on the financial service industry’s trajectory.
Chief Executive Officer
Natalie Wolfsen
Ron Pruitt, CFA, joined Orion as president of wealth management in May 2024 as a seasoned executive leader bringing over 25 years of wealth management experience. Prior to this role, he served as senior vice president of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners , and institutional investment consultants.
Pruitt’s career also includes serving as president and CEO of Solovis, a Nasdaq company known for its portfolio management software and services. Additionally, he co-founded Placemark Investments, which was later acquired by Envestnet, where he continued as an executive. His career began at General Electric, where he achieved the status of Six Sigma Master Black Belt, underscoring his commitment to excellence and quality in operations.
Pruitt holds a BS in econometrics from the United States Military Academy at West Point and an MBA from the University of Texas at Austin. His career also includes distinguished military service as an officer in the US Army.
President of Orion Wealth Management
Ron Pruitt
Reed Colley joined Orion in January 2025 as president of Orion Advisor Technology, following Orion’s acquisition of Summit Wealth Systems. As co-founder and CEO of Summit, he recognized the need to humanize wealth management by creating a modern, digital, and mobile experience for advisors and their clients.
Prior to Summit, Colley founded and served as CEO of Black Diamond Performance Reporting. He also founded calendar analytics platform Copilot, Do Something Great Today, and FlightPath. He holds a Bachelor of Science with degrees in engineering and economics from Vanderbilt University, where he was a starting pitcher on the baseball team.
President of Orion Advisor Technology
Reed Colley
Mark Mayo
Chief Financial Officer
Mark Mayo joined Orion as chief financial officer in September 2024. He is a highly experienced senior leader with more than 30 years of finance experience. Prior to this role, he served as CFO for DISA Global Solutions, a leading consortium drug testing provider. His career also includes serving in CFO roles at Connect America, HireRight, and several divisions of General Electric.
Mayo’s career began at General Electric, where he achieved the status of Six Sigma Master Black Belt, underscoring his commitment to improving business processes and achieving world-class operational capability. He holds a Bachelor of Commerce degree from Queen’s University in Ontario, Canada.
Chief Financial Officer
Mark Mayo
Michael Blundin
President and Chief Operating Officer
Michael Blundin is president and chief operating officer at Vestmark, where he oversees core operations, client programs, and product strategy. A member of the leadership team since 2004, Blundin has held nearly every major executive role at the company, playing a central part in scaling operations, evolving the VestmarkONE® platform, and deepening client partnerships.
With a multidisciplinary background, he brings a balanced approach to leadership, grounded in precision, adaptability, and practical innovation. Prior to Vestmark, Blundin held executive roles at Savantis Systems and Vignette Corporation and co-founded Cirrus Recognition Systems. He holds a BA in physical sciences from Colgate University.
President and Chief Operating Officer
Michael Blundin
Stevens & Associates Lawyers is a leading and trusted employment law firm based in Sydney known for delivering high-quality legal expertise in the area of employment law and industrial relations across Australia, alongside a proven track record of effectively and swiftly resolving a variety of workplace law issues.
In the past year, the firm’s growth has been notable. It has:
• experienced a 213% growth in the number of client matters, increasing from 149 client matters in the 2022 financial year to 390 client matters in the 2023 financial year
• improved its online visibility, leading to over 50 online enquiries each month and a conversion rate of client leads of up to 40%
• significantly expanded the breadth and type of matters that it advises on day to day, which has increased the firm’s skillsets, diversity and resilience
• expanded its community outreach by collaborating with local Sydney venues for client seminars and continuing active participation in a Sydney small/family business group
Stevens & Associates Lawyers has adapted to digital trends by implementing an effective strategy with SEO and web design, resulting in a structural shift that has seen increased representation of employees where the firm previously mainly advised employers.
The firm’s recognition as a “Fast Firm” attests to its momentum in the employment law space.
“IQumulate is on a technology journey, and we’re just getting started”
Wayne Tower,
IQumulate Premium Funding
Brandon Flinchum
Chief Financial Officer
Oliver Travieso
Senior Vice President, Commercial Lines
David Wilson
Senior Vice President, Specialty Markets
Pam Chhabra
Manager – Residential Strata
Brandon Flinchum joined Smart Choice as CFO in August 2024. He previously worked with a national CPA firm, serving various industries ranging from insurance to manufacturing and distributing. Flinchum received his undergraduate and graduate degrees in accounting from Appalachian State University. He is a licensed CPA in North Carolina.
Chief Financial Officer
Brandon Flinchum
Oliver Travieso was named senior vice president, commercial lines in January 2024. He joined the Smart Choice team as vice president of commercial lines in October 2015. His background is mainly in commercial insurance, both in sales and underwriting.
Prior to Smart Choice, Travieso was sales director at CNA Insurance, where he led a group of sales representatives for the Southeast. He is primarily responsible for overseeing commercial line carrier partner relationships and setting the commercial strategy for the field.
Senior Vice President, Commercial Lines
Oliver Travieso
David Wilson was named senior vice president, specialty markets in January 2024. He joined Smart Choice as vice president of sales in August 2017 and is primarily responsible for overseeing the express markets carrier relationships.
Formerly, he was personal lines practice leader at Regions Insurance Group from 2013 to 2017, and prior to that, senior national account executive at MetLife from 2004 to 2013. Wilson also worked as a local market manager in Florida from 1999 to 2004, and began his career as an agent in 1996, writing PC and life.
Senior Vice President, Specialty Markets
David Wilson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
One culmination of these efforts has been the real-world, needs-based IQEdge solution. A one-stop online quoting tool designed for both the Australian and New Zealand markets, IQEdge delivers quotes in under 60 seconds. Plus, the solution offers quote comparison and quote versioning capabilities, enabling users to review vital historical and financial data in a single page view.
IQEdge can streamline and automate application processing, underwriting document verification and payment collection, cutting the need for manual labour and minimising processing errors. A digital “self-service” platform, IQEdge, reduces the need for customer and administrative support. Meanwhile, borrowers can access their accounts, make payments and manage their policies independently and through sales and support teams, which are always available for further assistance.
“We’ve created a quality platform that simplifies the quoting process yet amplifies the customer experience,” says Gordon. “It’s a real game changer.” IQumulate offers an online digital quoting tool to clients. The best-in-market solution enables IQumulate to tailor funding offerings to brokers that align with their prefered distribution channel.
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What does IQumulate have in mind for the future?
“IQumulate is on a technology journey, and we’re just getting started,” says Wayne Tower, CEO. “Through continuous engagement with our clients, partners, marketplace and industry, we will listen to the needs as they arise and position our business to be agile and respond to changes as they occur.
“Faster decision-making innovations such as AI-powered decision support systems can expedite the underwriting and approval process, leading to quicker responses to clients. This can improve client satisfaction and potentially attract more business, with the potential to allow IQumulate to capture a larger market share, whilst continuing to deliver service excellence to clients.”
“As forward-thinkers with a digital and ‘do it better’ mindset, we collectively and proactively look to learn and improve on our customer experience for our clients, paving the way for successful business outcomes for our clients and our business in the coming years ahead.
“We’re excited for the future and look forward to what’s on the horizon.”
Adam Basaldella
Manager – Claims
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Product Manager
Claire Watson
Stephen McMillan first entered the financial services Industry when he joined GE Capital as a finance analyst in 2008, from which he progressed through roles working both onshore and offshore. From there, he moved into Pacific Premium Funding as a financial planning and analysis leader in 2012 and was a key resource in the evolution of the business, first with the successful sale to Macquarie Pacific Funding and then the following progression into IQumulate Premium Funding, where he is now the commercial manager.
As commercial manager, McMillan leads a team that is responsible for commercial analysis and business support, identifying and reporting improvement initiatives, and the securitization and treasury functions of the business.
Commercial Manager
Stephen McMillan
“With Vestmark, clients can expect a partner, not just a vendor: a team that anticipates operational gaps before they arise and builds solutions accordingly, backed by a platform they won’t outgrow as their business scales”
Karl Roessner, Vestmark
“Vestmark is built by intellectually curious people from different professional backgrounds, which fuels creative problem solving rather than one-size-fits-all thinking. The culture centers on partnership: teams work alongside wealth and asset managers to solve operational challenges before those challenges become visible to clients”
Karl Roessner, Vestmark
Ivan Verescuk
Chief Executive Officer and Managing Director
Shaun O’Brien
Head of Underwriting
Emily Walker
Head of Strata and Development
Rex Oakman
Head of Operations and Risk
Sandy Newton
Head of Underwriting
Andrew Mitchell
Manager – NSW
Michael Prokopis
Manager – Southern Region
Pam Chhabra
Manager – Residential Strata
Jeffrey Valdivia
Manager – Commercial Strata
Adam Basaldella
Manager – Claims
Orion is a wealthtech leader, powering 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 June 30, 2026, Orion services $6.6 trillion in assets under administration and $211 billion of wealth management assets*, supports more than 8.6 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.
*Wealth management assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions LLC (“OPS”) and TownSquare Capital LLC (“TSC”) on their proprietary platforms; assets in proprietary and third-party models made available through the Orion Investment Portal; assets in OPS proprietary models managed on third-party platforms; and assets associated with outsourced services provided by OPS or TSC such as trading, billing, or back-office administration.
For existing VestmarkONE clients, that integration also reduces the burden of adoption. Pulse draws on portfolio and workflow data already running through the platform, eliminating the need to establish a separate data integration, vendor relationship, or parallel technology environment simply to introduce AI capabilities.
Vestmark’s leadership has played a central role in that strategy. Under CEO Karl Roessner, the company has expanded beyond its roots in managed account technology into areas including tax management, model distribution, and AI-driven portfolio intelligence. Freedom Dumlao, chief technology officer and chief AI officer, leads the Vestmark Center for AI Research and Development in Boston, where the company is developing AI capabilities designed specifically around wealth management workflows. Chief product officer Corey Fiedler connects that technology strategy with direct client engagement, focusing product development on measurable outcomes such as greater efficiency, lower operating costs, and better opportunities for revenue growth.
Pulse is also part of a broader technology ecosystem. While Pulse provides monitoring and portfolio intelligence capabilities within VestmarkONE, VAST (Vestmark’s tax-managed overlay service) provides open-architecture tax optimization across unified managed accounts. The Vestmark Model Marketplace connects wealth management firms with more than 290 asset managers offering more than 1,900 investment strategies. Advisor Suite brings capabilities including proposal generation, tax-aware portfolio management, and direct indexing into advisor workflows.
Vestmark plans to continue expanding Pulse’s library of use cases and the depth of contextual information available to its AI models. The longer-term objective is to make the RIA technology platform increasingly capable of recognizing situations relevant to an individual client, portfolio or advisor workflow while preserving the wealth manager’s role in determining what action, if any, should ultimately be taken.
Disclosure
Vestmark Advisory Solutions Inc. (“VAS”), a wholly owned subsidiary of Vestmark Inc., is an investment advisor registered with the US Securities and Exchange Commission (“SEC”). VAS acts as a paid sub advisor and/or overlay portfolio manager offering VAST and tax optimization services. Registration does not imply a certain level of skill or training. VAS has its principal place of business in Wakefield, MA.
Investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money. Past performance is no guarantee of future returns and individual investor results will vary. Please consult our full disclosure document for a discussion of risks related to the services provided by VAS.
