Main Bullet points:
In our ongoing mission to revolutionize the adviser/client journey, we’ve acquired TradeWarrior to help augment the back office capabilities of our digital advice platform and provide a more comprehensive solution to advisers. TradeWarrior brings to Oranj an institutional-grade trading and rebalancing platform that has an intuitive interface enabling advisers to efficiently and accurately execute trades across multiple custodians.
David Lyon ~ Biography
David Lyon is CEO and Founder of Oranj, a digital advice platform that enables Advisors with enhanced client management and business development. Launched in 2014, David identified the need for the software, as consumers continue to transform the way they work and live, providing advisors with the digital tools to enrich the lives of their clients through a personal & customized wealth management experience.
Prior to Oranj, David was the Principal of Main Street Financial, a $300m+ AUM multi-family office in Chicago, IL.
David is often sought out by the media and as a speaker for his insight on financial technology trends and business analysis within the investment industry. David has recently spoken at industry conferences such as the Morningstar Conference, FSI Conference, TD Ameritrade Institutional Conference, T3 Conference, INvest Conference and has been featured in the New York Times, Wall Street Journal, Financial Planning, Investment News, Reuters, WealthManagement.com and ThInkAdvisor.com.
Damon Deru ~ Biography