Orion Community Groups
Orion Community Groups are exclusive, role-based, peer-led forums for wealth management professionals—such as advisors, compliance officers, investment leaders, and technology experts—to engage in confidential, meaningful discussions, share challenges, and collaborate on industry trends including AI applications and market strategies.
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Where Wealth Leaders Connect
Members-only, role-based communities for advisors and industry leaders shaping the future of wealth management.
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What Are Orion Community Groups?
Orion Community Groups are peer-led forums designed for meaningful, off-the-record dialogue. Each group brings together professionals in similar roles — across compliance, investments, operations, technology, trading, and advisory leadership — to exchange ideas, share challenges, and sharpen decision-making in a rapidly evolving industry.
Explore by Role or Focus
Find Your Community
We organize our communities by industry and function, so you can connect with peers who understand your unique challenges and opportunities.
AI in Action
A collaborative group for advisors and firm leaders on how AI is really being applied — from everyday workflows to firm-level strategy.
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CIO Signal
A collaborative forum where investment leaders tune into market trends, discuss risk strategies, and shape portfolio direction.
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COO Circle
An exclusive peer group for operations executives to exchange ideas, optimize workflows, and elevate the advisor experience.
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CTO Circuit
A roundtable for tech executives focused on innovation, integrations, and driving operational efficiency through smarter systems.
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Better with BeFi
For advisors who believe finance is about people, not just portfolios. Explore the psychology of money and how to guide clients more meaningfully.
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Women in Wealth Management
An empowering community for women in wealth management to connect, collaborate, and champion each other's success in building influential careers and thriving practices.
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Next-Gen Advisors
Connect with rising advisors embracing innovation, driving growth, and building the future of wealth management with fresh perspectives and relentless drive.
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Redtail Roundtable
A dedicated space for Redtail CRM users to trade practical tips, share processes, and elevate their client management game — together.
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Compliance Connect
Exclusive monthly meetings designed for CCOs to share insights, explore best practices, and grow together.
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Portfolio Perspectives
A space to gather insights, discuss market moves, and share approaches to portfolio construction — with an eye toward navigating complexity and achieving results for your clients.
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Trade Talk
A dynamic community of traders and portfolio implementers discussing execution strategies, sleeve-level innovation, and what’s moving the markets.
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We are building
a wealth-tech community
where every advisor and investor thrives.
Why Join Orion Community Groups?
Join a curated community of peers who understand the real decisions shaping today’s advisors and wealth management firms.
Peer Connection That Matters
Connect with professionals in roles like yours — navigating scale, complexity, and client expectations in a rapidly evolving industry.
Who Community Groups Are For
Orion Community Groups are designed for professionals actively shaping the future of their firms and the broader wealth management industry.
You’re a strong fit if you:
- Hold a leadership, advisory, or strategic role within your firm
- Influence decisions around investments, operations, compliance, technology, or growth
- Value candid peer dialogue over product presentations
- Are willing to contribute insights — not just attend
Join the Conversation
Connect with your peers shaping today’s wealth management landscape.
This website is intended for investment professionals only. It is not intended for use by private investors.
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.
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