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Nachiappan, Valli

VP of Marketing

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Luminaries 2026

Financial Planning

Luminaries 2026 Impact Statement

Valli Nachiappan leads Orion’s technology strategy with a focus on scalability, advisor productivity, and responsible AI adoption across one of the wealth management industry’s largest platforms. Over the past year, she has driven Orion’s transition to an AI-enabled ecosystem, embedding artificial intelligence directly into advisor workflows to accelerate data access, automate routine tasks, and deliver more personalized client experiences. Under her leadership, Orion has accelerated product innovation through AI-driven development processes, reducing concept validation timelines from as much as six weeks to as little as one week. Her approach balances rapid iteration with the governance, security, and reliability required in a highly regulated industry, ensuring new capabilities enhance — rather than disrupt — advisor-client relationships.