Orion has appointed Valli Nachiappan as its new Chief Technology Officer to lead the company's technology strategy and drive advancements in artificial intelligence and platform scalability. Nachiappan brings over 20 years of experience in technology leadership, having previously served as Vice President of Engineering at Zendesk, where she led global product teams and implemented AI-focused initiatives. She has also held senior roles at Zaplabs and Yapstone, developing secure, scalable solutions across multiple industries. Nachiappan will report to Reed Colley, President of Orion Advisor Technology, and will join Orion’s senior leadership team. Her responsibilities include enhancing infrastructure, advancing data integration, and accelerating AI development across Orion's advisor and enterprise platforms.
On her appointment, Nachiappan stated, “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.” She further added, “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.” Reed Colley, President of Orion Advisor Technology, commented, “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.” Orion delivers technology solutions that support the full advisor-client lifecycle through brands including Orion Advisor Tech, Redtail Technology, and Brinker Capital Investments.




















