2025 Wealthtech and Investor Surveys
Orion and Logica Research conducted two surveys—the third annual 2025 Advisor Wealthtech Survey examining technology adoption and growth challenges for financial advisors, and Orion’s first-ever 2025 Investor Survey revealing client expectations, engagement, and service preferences in wealth management.
Orion partnered with Logica Research to conduct two key surveys to better understand the evolving wealth management landscape:
The 2025 Advisor Wealthtech Survey
Now in its third year, this study explores the drivers and challenges shaping technology adoption and business growth for financial advisors.
The 2025 Investor Survey
Orion’s inaugural investor study provides insight into what clients want from their financial advisors, uncovering key trends in expectations, engagement, and service preferences.