Fundz
Free weekly newsletter

Get the free weekly executive digest

The new leadership moves, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New leadership moves, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Leadership Trends

See who's moving and how much in your market

No credit card required Weekly executive digest

Orion Wealth Management Appoints Ron Pruitt As President and Natalie Wolfsen As CEO

PRIVATEMay 21, 2024•about 2 years ago

Position

President

Company

Orion Advisor Solutions

Ron Pruitt
OmahaFinancial ServicesSoftwareReal EstateSales And Marketing

Description

Ron Pruitt has been named as the new president of Orion Wealth Management. Before taking on his new role, Pruitt served as senior vice president of Nasdaq Analytics and, prior to that, as president of eVestment and Solovis. In September 2023, Orion Advisor Solutions appointed Natalie Wolfsen, former CEO of AssetMark, as its new CEO, succeeding founder Eric Clarke.

Company Information

Company

Orion Advisor Solutions

Location

Omaha, Nebraska, United States

About

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Orion Advisor Solutions's next move

Learn about Strategic plan

Executive Insights

Based on hiring data
New executive impact window
87% of new executives make significant technology decisions within first 100 days
Budget influence
C-level executives control 73% of technology spending decisions
Transformation catalyst
65% of new senior hires launch digital transformation initiatives
Vendor review timeline
New executives typically review existing vendors within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.