Orion, a wealthtech agency serving fiduciary advisors, has chosen CAIS, an alternate funding platform for unbiased advisors, to offer Orion’s wealth advisory and outsourced chief funding officer (or OCIO) shoppers with entry to various funding funds and merchandise.

“We’re excited to combine with CAIS to offer entry to various funding methods from main asset managers,” stated Natalie Wolfsen, Orion’s CEO.

Wolfsen cited CAIS’ expertise, broad fund choice, on-line academic platform, expertise integrations and unbiased due diligence relationship with Mercer.

The collaboration between CAIS and Orion will present entry to non-public fairness, non-public debt, non-public actual property and hedge funds to Orion’s Wealth Advisory and OCIO shoppers. Orion plans to increase entry to Orion Portfolio Options and Orion Advisor Expertise shoppers quickly.