About Gladstone — https://gstoneinc.com/

About Orion – https://orion.com/

Steven Clark sits down with Natalie Wolfsen, CEO of Orion, for an unfiltered conversation. Orion's AI-native wealthtech platform powers financial advisors, servicing $6.6 trillion in assets under administration.

Wolfsen shares her take on the questions advisors and RIA owners are asking most right now, from how far AI can actually go in closing the advisor capacity gap to whether the wealth tech ecosystem is due for a wave of consolidation.

For an owner trying to figure out where technology, growth, and talent intersect, it's a direct look behind the curtain from someone building one of the industry's biggest platforms.

CHAPTERS

[08:00] $6.6 Trillion and Growing: Orion's Platform by the Numbers

[12:00] The Decisions That Built Orion, According to the Woman Running It Now

[17:00] Why Wolfsen Bet Big on AI Before It Was Trendy

[21:00] Guarding Against Rogue AI: Inside Orion's ISO 42001 Certification

[26:00] Organic vs. Inorganic Growth for Advisors

[29:00] Is the Wealth Tech Ecosystem About to Consolidate?

[44:00] AI Is the Real Fix for the Advisor Shortage

[46:00] Bold Prediction: AI Will Look Nothing Like This by December

ABOUT THE HUNTER

The Hunter Podcast is hosted by Steven Clark, Senior Managing Director and President of Search at Gladstone Group, and features conversations with executives and leaders driving change across asset management, wealth management, insurance, and fintech. New episodes are released regularly as part of Gladstone's ongoing content series.

Enjoyed this conversation? Gladstone Group brings nearly four decades of relationships and pattern recognition to RIAs and wealth management firms navigating M&A, executive search, and valuation decisions. Visit gstoneinc.com to learn more about our services or to get in touch with our team.

Looking for your next search or considering what your firm is worth? Reach out through gstoneinc.com to start the conversation.

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