Voya Financial, Inc. (NYSE: VOYA) today announced the launch of its WealthPath platform, a significant advancement for Voya Financial Advisors representatives and the clients it serves. Developed in collaboration with Orion, WealthPath enables Voya’s advisors to deliver integrated financial guidance and solutions that meet the needs of their clients — to and through retirement.

This milestone follows Voya’s December 2024 announcement to establish a differentiated technology platform that elevates the delivery of financial advice for individuals — whether planning for retirement or managing wealth outside of workplace plans.

Voya’s WealthPath platform will be fundamental to attracting and retaining top industry talent and fostering a collaborative, team-based approach to client service. By integrating financial planning, investment strategy execution, portfolio review and relationship management, WealthPath enhances the client experience through a holistic service model.

“WealthPath represents a significant commitment to our advisors and the clients we serve to provide world-class guided financial planning and investment solutions,” said John Brett, president, Wealth Management at Voya Financial. “True to its name, WealthPath is designed with Voya’s vision front of mind: clear the path to financial confidence and a more fulfilling life. I’m proud of how the team executed on this critical strategy.”

Advisors in Voya’s Retirement Advisor Distribution (RAD) system and employee advisors in its Investor Channel will be among the first to leverage the platform’s advanced technology to streamline workflows and deliver highly personalized guidance. With deep experience and a commitment to long-term relationships, Voya’s advisors are well equipped to navigate complex client needs.

Jon Reilly, president of Voya Financial Advisors, said: “WealthPath brings planning, investment strategy execution and portfolio review workflows into concentric circles, so that advisors can produce the strongest possible outcomes as fiduciaries to their clients, improve net new money and grow their portfolios.”

“WealthPath will be critical in helping to drive holistic client engagement for our fast-growing network of Investor Channel advisors. It gives them the flexibility and resources to meet clients’ evolving needs, whether they’re planning for retirement or managing wealth in other areas of their financial lives,” said Rebecca Chiccino, senior vice president, head of Investor Channel, Voya Financial.

According to Voya’s survey, 48% of employed Americans are more likely to stay with their employer if that employer offered them access to a professional advisor for help in managing their savings and investments.¹ Voya, through its businesses, serves approximately 15 million customers, many of whom stand to benefit from the WealthPath platform’s capabilities.² By enabling advisors to recapture rollovers and outflows, and to address unmanaged assets in retirement accounts, WealthPath is designed to help both individuals and organizations achieve stronger financial outcomes. This approach not only supports retention and satisfaction among employees but also drives continuous improvement and growth for advisors and their clients.

“The platform offers a unified experience by integrating Orion’s pioneering technology with Voya’s systems,” said Todd Bertucci, executive vice president of technology sales at Orion. “It enhances every aspect of the advisory process — from planning and portfolio management to compliance — so advisors can focus more on what matters most: their clients.”

1. Voya Financial Consumer Insights & Research survey conducted Aug. 5-6, 2025, on the Ipsos eNation omnibus online platform among 1,005 adults aged 18+ in the U.S., featuring 496 working full time/part time.
2. Voya Financial data, as of 12/31/24.

About Voya Financial^®

Voya Financial, Inc. (NYSE: VOYA) is a leading retirement, employee benefits and investment management company. Voya’s services and solutions help clear the path to financial confidence and a more fulfilling life for approximately 15.7 million individual, workplace and institutional clients. Certified as a “Great Place to Work” by the Great Place to Work® Institute, Voya fosters a culture that values customer centricity, integrity, accountability, agility and inclusivity. Together with customers and partners, Voya employees fight for everyone's opportunity for a better financial future. For more information visit voya.com and follow Voya Financial on LinkedIn, Facebook and Instagram.

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. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms³ rely on Orion's technology to power their businesses and win for investors. Learn more at orion.com.

^{3 Barron's 2025 Top 100 RIA Firms}

Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") 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.

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