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Wolfsen, Natalie

CEO

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Orion

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Luminaries 2025 Winner

Business Development

Luminaries 2025 Impact Statement

Natalie Wolfsen’s leadership in 2025 was defined by visionary strategy, an advisor-centric approach, measurable business success and widespread industry recognition. As CEO of Orion, Wolfsen is redefining what it means to lead in wealthtech. Since joining the firm in 2023, she has introduced a flexible engagement model that empowers 25,000 firms and more than 7.5 million technology accounts to work with Orion on their terms, whether fully integrated or modular. Advisors and the enterprises that serve them can do business with Orion the way they see fit -choosing from fully insourced to fully outsourced technology and/or wealth management solutions and everything in between. Her leadership has accelerated Orion’s innovation and growth.