Orion Ascent 2026

February 24-27, 2026 · San Diego Marriott Marquis, San Diego, CA

Ascent is Orion's annual conference and one of the largest single-vendor gatherings in wealth management, drawing over 2,000 advisors, asset managers and firm leaders. The 2026 edition ran four days in San Diego with a theme built around the relentless pursuit of excellence.

Who attends Orion Ascent

Advisors and firms using Orion across portfolio accounting, performance reporting, trading, planning, compliance and risk, alongside Orion's product leadership, asset management partners and the integration vendors in its ecosystem.

What was on the agenda

• Orion's product roadmap across the full platform

• Portfolio accounting, trading and rebalancing

• Financial planning, risk and proposal generation

• Practice growth and advisor productivity

• AI and automation in advisory workflows

Why platform depth sharpens the integration question

Orion covers a large share of a firm's operational surface, which makes the seams that remain more consequential rather than less. Most firms still run a CRM the platform does not own, custody in more than one place, and carry systems inherited through acquisition. Getting one reliable view across the platform and everything outside it is the work that remains after the platform decision is made.

Milemarker is the data infrastructure layer for wealth management, connecting Orion alongside 130+ other systems into one operational view.

Orion Ascent 2027

The next Ascent is scheduled for February 22-25, 2027 at the Hyatt Regency Orlando.

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