RIA technology giant Orion has opened a new Pennsylvania office in King of Prussia as part of the company’s transformation to being an “AI-native workforce.”
The new 24,000 square foot space is located adjacent to King of Prussia Town Center within the broader Philadelphia metropolitan area. The new office marks a 20% size increase from Orion’s previous Pennsylvania presence in Berwyn, PA. More than 100 employees will work in the new King of Prussia space, which includes conference rooms, wellness and maternity support rooms, a fitness center, cafe, a town hall gathering space, and outdoor community spaces.
“AI is reshaping our industry — not just making work faster but transforming how it gets done. At Orion, we’re building a digital, AI-native workforce to deliver more connected experiences for advisors and investors,” Orion CEO Natalie Wolfsen said in a statement. “At the same time, we’re investing in hubs like King of Prussia, because the best technology only wins when exceptional people collaborate together to do their best work.”
Wolfsen previously told InvestmentNews that she expects AI to double advisor productivity, and that Orion was growing its AI research and development resources across offices in Nebraska, Florida, Utah, and San Francisco. Orion has more than 1,300 team members; employees are expected to work three days in an office each week with the option of working from home for two days. All Orion employees have been tasked with having individual “AI goals” for 2026.
“Investing in King of Prussia isn't just about a new office — it's providing our team a collaborative environment to grow as our industry changes,” said Orion’s chief human resources officer Julie Lane. “The region has a deep, high-quality talent market, so Orion's presence here strengthens our ability to attract and develop the skills we need to lead in an AI-driven future."
The King of Prussia location will host employees across Wealth Management, Marketing, Finance, and Sales. Orion’s wealthtech solutions span portfolio management, CRM and reporting, servicing $5.9 trillion in assets under administration and $185 billion of wealth management platform assets.
Mega-RIAs such as Edelman Financial Engines and Mariner are clients of Orion, whose technology supports 17 of the top 20 Barron’s RIA firms. Research released earlier this year from Orion found that about three-quarters of advisory firms are using AI in some form, though only 6% have moved into agentic workflows and 5% report cross-system AI integration.
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