Voya Financial launches WealthPath platform for its financial advisors, expanding wealth management capabilities inside and outside retirement plans

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.