Orion, a wealthtech company, has announced that it has appointed Arun Anur as its Chief Operating Officer. Anur is in charge of overseeing Orion's client experience performance, including service, management, data reconciliation, and training. With over 30 years of experience in financial services and SaaS, Anur previously served as COO at Envestnet | Yodlee and held leadership roles at Oracle for more than a decade. He holds a master’s degree in industrial engineering from Kansas State University and a bachelor’s degree in industrial and production engineering from BMSCE, India.
Orion CEO Natalie Wolfsen expressed confidence in Anur’s ability to drive operational excellence, highlighting his proven expertise in enhancing client service and operational strategy. Orion, which supports $4.7 trillion in assets under administration and serves over six million technology accounts, provides financial advisors with integrated technology solutions through its comprehensive platform. Its tools enable firms to attract clients, align goals with investment strategies, and track progress toward financial success. Anur expressed that his extensive background in leading global client support organizations and operational strategy aligned well with Orion’s commitment to exceptional client service and innovative technology. He shared his excitement about working with Orion’s talented team to enhance their service and create enthusiastic supporters among the advisors and enterprises they serve.
