Arete Wealth, a leading broker-dealer and registered investment advisory firm, has partnered with Orion, a leading provider of wealthtech solutions for financial advisors and enterprise firms. The strategic collaboration aims to enhance advisory services and streamline operations for Arete Wealth’s Corporate RIA and affiliated Independent RIAs. Orion’s platform integrates portfolio management, reporting, trading, compliance, and client engagement tools, enabling financial professionals to drive efficiencies, improve client experiences, and scale their businesses effectively. Arete Wealth’s new partnership with Orion is a significant step in its strategy to provide advisors with the most innovative tools available, ensuring they can optimize their practices and better serve their clients. The partnership comes at a time of substantial growth for Arete Wealth, which has nearly doubled its Advisory Assets Under Management (AUM) since 2022. Orion’s platform will play a crucial role in supporting this trajectory, delivering seamless integration, advanced analytics, and superior client engagement capabilities to Arete’s growing network of financial professionals.