Orion Appoints Valli Nachiappan as Chief Technology Officer to Drive Next Era of Wealthtech Innovation

New CTO to accelerate tech transformation across Orion’s platform, supporting more than 2,400 independent advisory firms and 7.3 million technology accounts

Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, announced today the appointment of Valli Nachiappan as Chief Technology Officer (CTO). In this role, Valli will lead the execution of Orion’s technology strategy, further modernizing its architecture and accelerating the delivery of emerging technologies and AI-powered solutions to enhance the advisor-client experience.

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Orion Appoints Valli Nachiappan as Chief Technology Officer

Valli brings more than two decades of technology leadership, most recently serving as Vice President of Engineering at Zendesk, where she led global, product-focused teams and spearheaded artificial intelligence innovations that deepened client engagement. Her previous roles include senior leadership positions at Zaplabs, where she drove the development of digital solutions across both business and consumer segments, and at Yapstone, where she built secure, scalable and reusable multi-platform applications.

“I’m joining Orion as CTO because I’m passionate about using technology to solve meaningful problems, especially in finance, where the impact on people’s lives can be profound. What drew me in was the tech team’s energy, the company’s mission and the opportunity to build innovative, scalable, and secure wealthtech solutions that help advisors and investors thrive,” said Valli. “I’m excited to drive Orion’s technology strategy forward by leveraging emerging technologies, harnessing the power of data and AI, and building a secure, scalable platform that keeps us ahead of industry trends and delivers lasting value to our clients.”

Valli reports to Reed Colley, President of Orion Advisor Technology, and serves on Orion’s senior leadership team. She will oversee a global department focused on empowering high-performing teams, advancing technology strategy, scaling infrastructure, deepening data integration and accelerating AI development.

“We’re thrilled to welcome Valli Nachiappan as Orion’s new Chief Technology Officer. Her deep expertise in engineering leadership and passion for innovation will accelerate our technology strategy, helping Orion deliver even more seamless, data-driven, and AI powered experiences for advisors and investors,” Reed Colley, President of Orion Advisor Technology. “Valli’s technology leadership will be key to advancing our unified platform and reinforcing Orion’s position at the forefront of wealthtech.”

Valli holds a Bachelor of Arts degree from Madurai Kamaraj University and a Bachelor of Science degree from California State University.

About Orion

Orion is a premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor’s unique definition of financial success. Orion services $4.7 trillion in assets under administration and $98.6 billion of wealth management platform assets (as of March 31, 2025) and supports over 7.3 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron’s RIA firms¹ rely on Orion’s technology to power their businesses and win for investors. Learn more at Orion.com.

Wealth Management Assets Under Management include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

¹ Source: 2024 Top 100 RIA Firms, Barron's, 2024.

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