Annuity.com adds fintech veteran Todd Clarke to advisory board

By AI, Created 11:06 AM UTC, May 20, 2026, /AGP/ – Annuity.com named Todd Clarke to its advisory board on April 30, 2026, bringing in a co-founder tied to Orion Advisor Solutions and its multi-trillion-dollar platform history. The hire underscores Annuity.com’s push to build technology and services around what it calls “Annuities Under Management.”

Why it matters: - Annuity.com is trying to reposition annuities from one-time sales into long-term managed financial products. - Clarke brings experience scaling advisor technology and wealth-management infrastructure. - The appointment adds credibility as Annuity.com builds tools for retirement-income planning and client stewardship.

What happened: - Annuity.com, Inc. appointed Todd Clarke to its Advisory Board on April 30, 2026. - Clarke was a co-founder and principal of NorthStar Financial Services Group, the parent organization that helped form Orion Advisor Solutions. - Orion Advisor Solutions now services more than $5.8 trillion in assets under administration. - Annuity.com said Clarke joins advisory members Tom Hegna and Bart Catmull.

The details: - Brett A. Blake, CEO of Annuity.com, said Clarke’s background in building multi-trillion-dollar infrastructure supports the company’s effort to give agents and consumers more transparency and long-term stewardship. - Annuity.com is developing a framework it calls “Annuities Under Management.” - The framework is meant to treat annuities as managed insurance assets rather than single transactions. - The company is also developing Annuity Intelligence, a technology suite designed to help agents monitor contract efficiency, track market value adjustments and maintain multi-generational client relationships. - Annuity.com says its “Reverse Risk” philosophy starts with securing a guaranteed income floor earlier in life so people may have more room to manage other financial risks. - Clarke said he sees “a managed mindset” for annuities as a natural evolution for the industry and wants to help build the technology and distribution systems that support digital-first transparency. - Annuity.com says its model is aimed at agents who prioritize long-term client outcomes over transactional volume. - The company says its recruiting and equity-sharing model is designed to build a national network of partners. - Annuity.com targets the 4.1 million Americans who reach retirement age each year.

Between the lines: - The board addition signals that Annuity.com wants to align itself with established fintech and wealth-management operators, not just insurance distributors. - The company is pairing product messaging with a platform narrative, which could help it stand out in a crowded retirement-income market. - “Annuities Under Management” is a branding shift as much as a business model claim, and its success will depend on whether agents and consumers adopt the technology.

What’s next: - Annuity.com is continuing development of its Annuity Intelligence tools. - The company appears to be building distribution and partner networks around its managed-annuity model. - Clarke is expected to advise the company as it expands its technology and long-term client service strategy.

The bottom line: - Annuity.com is betting that annuities can be sold and serviced more like managed investments, with Todd Clarke on board to help build that case.