Oranj Blog

MutualFunds.com Q&A with David Lyon

Posted by Oranj on Nov 15, 2019 12:40:24 PM

As a following to its coverage of Schwab IMPACT 2019, MutualFunds.com interviewed David Lyon, CEO of Oranj, about the firm's platform and its mission to help advisors.  

In a Q&A format, David talks about the origins of the firm and shares insights on :

  • The challenges that Oranj's wealth management platform solves
  • The passions David and everyone at Oranj share for independent advisors
  • Differentiation through service, real human, white-glove service with the Oranj Client Success Team
  • How fintech solutions should truly enable advisors
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Topics: Thought Leadership, Interviews