This week, Jack talks with Perry Moutzouros (Oranj) and Mathew Dellorso (Altigo) about how their companies joined SEI and are now driving innovation from within. Perry shares how Oranj reimagined advisor-facing technology, while Mathew explains how Altigo revolutionized access to alternative investments. Together with SEI, they’re building a unified, streamlined wealthtech ecosystem that enhances the advisor and client experience. The conversation explores scaling challenges, advisor education, the growing role of AI, and SEI’s broader strategy to deliver personalized, tax-smart, multi-account solutions. 

In this episode:

(00:00) - Intro

(01:40) - The origin and evolution of Oranj

(04:31) - Matt’s journey to launching Altigo

(08:57) - Perry's role in SEI's long-term technology strategy

(11:15) - How SEI Access is transforming the alt investment experience

(15:30) - What’s next for SEI Connect

(18:10) - Scaling the marketplace

(23:29) - Why advisor education is the key to alt adoption

(25:11) - Can AI bridge the education gap?

(27:57) - Matt’s and Perry's interests outside of work

Quotes

" Alts in client portfolios can create good outcomes. They can create differentiation and be a good source of business for advisors." ~ Mathew Dellorso

"The world of alternative investments is very opaque, and it's hard to find certain products that produce yield, help with growth, or provide tax advantages. We create a nice marketplace that helps advisors find what they're looking for to help clients enhance their portfolios." ~ Mathew Dellorso

 "A unified front office makes it a lot easier for people to engage, and working with SEI is probably one of the biggest goals that we have." ~ Perry Moutzouros

"AI is the great bridge that solves the education problem in alternative investments." ~ Perry Moutzouros

Links 

Perry Moutzouros on LinkedIn

Mathew Dellorso on LinkedIn

SEI

WealthForge

David Lyon

SEI Access

BlackRock

KKR

Hamilton Lane

Morgan Stanley

Connect with our hosts

LifeYield

Jack Sharry on LinkedIn

Jack Sharry on Twitter

Subscribe and stay in touch

Apple Podcasts

Spotify

LinkedIn

Twitter

Facebook