Tag: Orion
AI-powered DLP provider ORION secures $32m investment
ORION, an AI-powered data security company focused on rethinking how enterprises prevent data loss, has closed a $32m funding round as demand accelerates for...
Voya unveils WealthPath to boost financial guidance
Voya Financial has launched WealthPath, a new platform designed to strengthen its wealth management capabilities and empower financial advisors to provide more integrated and personalised financial guidance.
WealthTech platform FINNY secures backing from Josh Brown
FINNY, an AI-powered prospecting and marketing platform designed for financial advisors, has received a personal investment from Ritholtz Wealth Management CEO Josh Brown, who has also joined its advisory board.
Wealth managers prioritise investment in personalised client experiences in 2024
In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...




