Orion Welcomes Arun Anur as COO
Orion, a leading provider of innovative wealthtech solutions for financial advisors and enterprise firms, is excited to announce the appointment of Arun Anur as Chief Operating Officer. Arun will officially take on this role soon, where he will be instrumental in enhancing Orion's client experience delivery, overseeing critical functions such as service, operations, data reconciliation, and onboarding.
Experience That Transforms
Boasting over 30 years of rich experience in the financial services sector and software as a service industries, Arun has built a remarkable reputation as a leader in global services, consulting, and customer support. His most recent position was Chief Operating Officer at Envestnet | Yodlee, where he further solidified his leadership capabilities. Before that, Arun spent over ten years in technology consulting roles at Oracle, showcasing a deep understanding of technology and its alignment with business goals. Arun earned his Master of Science in Industrial Engineering from Kansas State University alongside a Bachelor of Engineering in Industrial and Production Engineering from BMS College of Engineering in India.
A Vision for the Future
"We’re thrilled to welcome Arun Anur to Orion as Chief Operating Officer," commented Orion CEO Natalie Wolfsen. "This pivotal role is a new addition to Orion’s Executive Team as we execute our mission to build a wealth-tech community where every advisor and investor thrives. Arun’s deep industry experience and proven track record will ensure we’re delivering a consistently exceptional client experience, seamless service, and operational excellence through our reliable systems and support." With a clear vision, Orion aims to innovate and enhance the services provided to clients and partners alike.
Arun Anur's Commitment
Approaching his new role, Arun expressed his enthusiasm by stating, "Orion’s dedication to delivering exceptional client service and pioneering technology aligns perfectly with my extensive background in leading global client support organizations and operational strategy. I’m excited to work with the talented team at Orion to further elevate the service we provide, ultimately creating raving fans of the advisors and enterprises we serve." This strategic appointment aligns with Orion's commitment to driving excellence and fostering innovation within its service offerings.
About Orion
Orion is at the forefront of transforming the advisor-client relationship through its tech-enabled fiduciary process. The company empowers financial advisors to Prospect, Plan, Invest, and Achieve within a cohesive technology-driven experience. Orion’s various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO, together offer a comprehensive suite of solutions tailored to helping firms attract new clients, meaningfully connect goals to investment strategies, and track progress toward financial success. Manageing an impressive $4.7 trillion in assets under administration and $72.5 billion in wealth management platform assets as of late September 2024, Orion supports over six million technology accounts and serves thousands of independent advisory firms. Remarkably, 17 out of the Top 20 Barron’s RIA firms are reliant on Orion’s technology to enhance their business operations and achieve investor success.
Frequently Asked Questions
What role has Arun Anur been appointed to at Orion?
Arun Anur has been appointed as the Chief Operating Officer at Orion.
What experience does Arun Anur bring to his new role?
Arun has over 30 years of experience in financial services, holding key positions in global services and technology consulting.
How will Arun Anur impact Orion's client services?
He will oversee client experience delivery, ensuring seamless service, operational excellence, and enhanced support metrics.
What is Orion's mission with its wealth-tech solutions?
Orion aims to empower financial advisors and investors through innovative technology and exceptional client service.
How significant is Orion's influence in the industry?
Orion manages over $4.7 trillion in assets and is trusted by a majority of the top RIA firms, underscoring its industry significance.
