Page 33 - Investment Advisor November 2022

Executive Leadership

$20 billion in new assets under management, a jump of says Chugh has “re-established the Robertson Stephens brand
100% from 2020, it says. Carvin has challenged the team to as a leading wealth management firm, … modernized the firm’s
“profitably refer $100 billion in new AUM to advisors on digital marketing, and created a culture of collaboration and
SmartAdvisor by 2024.” partnership across the organization.”
In August 2021, Inc. 5000 list included SmartAsset as the
561st fastest-growing private company, ranking it within the Eric Clarke
top 11% of firms for revenue growth over a three-year period. As founder and CEO of Orion, Eric Clarke has
In November 2021, the firm ranked as the 160th fastest- led Orion through several mergers and acqui-
growing company in North America on the 2021 Deloitte sitions, including those with Brinker Capital,
Technology Fast 500. For the year, SmartAsset surpassed $100 HiddenLevers, BasisCode, Pantenix, Redtail
million in annual recurring revenue and its millionth con- Technology and TownSquare Capital. Clarke serves on the
sumer/advisor match. boards of the Foundation for Financial Planning and Invest
in Others.
Vikram Chugh Orion has moved to partner with Amazon Redshift and is
COO Vikram Chugh has been “an instrumen- pushing for “the adoption of real-time data sharing technology
tal leader …, establishing the firm as a leading to improve data accessibility and transparency for indepen-
RIA and increasing the firm’s AUM by eight dent advisors,” the firm says. It now integrates its technology
times since inception,” it said. He has led the with over 100 providers.
development of a platform for “the sophisticated wealth man- Also, the firm launched its Tax Managed Solution, as well
agement client,” which includes portfolio management, CRM, as free financial planning tools for advisors with pro bono
trading and rebalancing, as well as tax and risk management. clients. As of this summer, the firm had $1.9 trillion in assets
In addition, Chugh helped the firm build an advisor onboard- under administration. It also had double-digit year-over-year
ing and transition program that facilitated the addition of five growth rates in both new client accounts and in assets under
advisor teams from different channels in late 2021. The firm administration.

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