Orion Ascent 2027

February 22-25, 2027 · Hyatt Regency Orlando, Orlando, FL

Ascent is Orion's annual conference and one of the largest single-vendor gatherings in wealth management, with more than 2,200 advisors, asset managers and firm leaders expected in 2027. The theme is Unlock, centered on AI, connected technology and growth. The main conference runs Tuesday and Wednesday, February 23-24, with networking and departures on Thursday the 25th.

Who attends Orion Ascent

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

What's on the agenda

• Orion's product roadmap across the full platform

• AI and connected technology in advisory workflows

• Portfolio accounting, trading and rebalancing

• Financial planning, risk and proposal generation

• Practice growth and advisor productivity

Why the connected-technology theme matters

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. A theme built around connection is an acknowledgment that the value now sits in how the pieces join up, not in any single application.

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

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