IOWA CITY, Iowa (August 1, 2025) – MidWestOne Financial Group, Inc. (Nasdaq: MOFG) (the “Company”), parent company of MidWestOne Bank (the “Bank”), is excited to announce a strategic collaboration with Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them. This collaboration marks a significant milestone in enhancing MidWestOne’s Private Wealth investment management capabilities and delivering superior services to MidWestOne’s valued clients.
With Orion’s state-of-the-art platform, MidWestOne Bank's Private Wealth clients will benefit from advanced investment management tools. The platform integrates seamlessly with MidWestOne's existing systems and platforms, including eMoney, Cheetah, FactSet, and LPL ensuring a cohesive and efficient workflow.
Another highlight of this collaboration is access to hundreds of third-party separately managed account (SMA) solutions and an extensive range of strategist models. These options allow MidWestOne's Portfolio Managers to tailor investment strategies to meet the unique needs and preferences of each client, providing personalized and effective wealth management solutions.
This will also provide MidWestOne with more robust and customizable reporting options. Their clients will receive comprehensive reports that encompass Private Wealth assets, Brokerage/RIA assets, financial plans, and risk analysis.
“The platform will allow enhanced trading capabilities but most importantly will dramatically enhance our access to world class investment managers and robust, consolidated client reporting capabilities for our high-net-worth clients,” said Steve Heimermann, Executive Vice President, Wealth Management at MidWestOne Bank.
This collaboration underscores MidWestOne Bank's commitment to leveraging cutting-edge technology to enhance client services.
“By integrating Orion’s platform, MidWestOne is unlocking access to a broader universe of top-tier strategist models and enabling the construction of more customized portfolios,” said Ron Pruitt, President of Orion Wealth Management. “This collaboration expands the investment capabilities available to MidWestOne’s advisors and clients, delivering an enhanced private wealth experience aligned with the needs of today’s high-net-worth investors.”
About MidWestOne Financial Group, Inc.
MidWestOne Financial Group, Inc. is a financial holding company headquartered in Iowa City, Iowa. MidWestOne is the parent company of MidWestOne Bank, which operates banking offices in Iowa, Minnesota, Wisconsin, and Colorado. MidWestOne provides electronic delivery of financial services through its website, MidWestOne.bank. MidWestOne Financial Group, Inc. trades on the Nasdaq Global Select Market under the symbol “MOFG”.
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 $5.2 trillion in assets under administration and $102.7 billion of wealth management platform assets (as of June 30, 2025) and supports over 7.5 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.
Orion Portfolio Solutions and Brinker Capital Investments advisory services offered through Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services offered through TownSquare Capital, LLC ("TSC"). Wealth management platform assets include assets managed on a discretionary and non-discretionary basis by OPS and TS) 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.
12024 Top 100 RIA Firms, Barron's, 2024.
2027-R-25210
Media Contact: Amie Strohman-Figley, VP Brand and Corporate Communications Officer MidWestOne Bank
Email: afigley@midwestone.com
Website: www.midwestone.bank/
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