![Orion logo image](https://www.ta.com/system/uploads/fae/image/asset/3240/xs_Orion_DETAIL.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/3240/sm_Orion_DETAIL.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/3240/md_Orion_DETAIL.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/3240/lg_Orion_DETAIL.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/3240/xl_Orion_DETAIL.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/3240/xxl_Orion_DETAIL.jpg 2400w)
Orion is a leading technology solutions provider for independent financial advisors.
Orion offers an end-to-end suite of solutions that enable independent financial advisors to grow their businesses, serve their clients and gain a competitive edge in a crowded marketplace. The Company’s combined technology platform supports more than 6.4 million client accounts comprising approximately $4.4 trillion in assets under administration (as of March 31, 2024).
Sector
Technology | Financial Technology
Financial Services | Investment and Wealth Management
Investment Year
2015
Status
Current
Headquarters
Omaha, NE
Acquisitions
![Advizr Logo Image](https://www.ta.com/system/uploads/fae/image/asset/2573/xs_Orion_-_Advizr.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/2573/sm_Orion_-_Advizr.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/2573/md_Orion_-_Advizr.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/2573/lg_Orion_-_Advizr.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/2573/xl_Orion_-_Advizr.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/2573/xxl_Orion_-_Advizr.jpg 2400w)
![BasisCode logo image](https://www.ta.com/system/uploads/fae/image/asset/3671/xs_Orion_-_BasisCode.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/3671/sm_Orion_-_BasisCode.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/3671/md_Orion_-_BasisCode.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/3671/lg_Orion_-_BasisCode.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/3671/xl_Orion_-_BasisCode.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/3671/xxl_Orion_-_BasisCode.jpg 2400w)
![Brinker Capital Investments Logo Image](https://www.ta.com/system/uploads/fae/image/asset/2574/xs_Orion_-_Brinker.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/2574/sm_Orion_-_Brinker.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/2574/md_Orion_-_Brinker.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/2574/lg_Orion_-_Brinker.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/2574/xl_Orion_-_Brinker.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/2574/xxl_Orion_-_Brinker.jpg 2400w)
![FundChoice Logo Image](https://www.ta.com/system/uploads/fae/image/asset/2575/xs_Orion_-_FundChoice.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/2575/sm_Orion_-_FundChoice.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/2575/md_Orion_-_FundChoice.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/2575/lg_Orion_-_FundChoice.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/2575/xl_Orion_-_FundChoice.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/2575/xxl_Orion_-_FundChoice.jpg 2400w)
![Hidden Levers Logo Image](https://www.ta.com/system/uploads/fae/image/asset/2576/xs_Orion_-_Hidden_Levers.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/2576/sm_Orion_-_Hidden_Levers.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/2576/md_Orion_-_Hidden_Levers.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/2576/lg_Orion_-_Hidden_Levers.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/2576/xl_Orion_-_Hidden_Levers.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/2576/xxl_Orion_-_Hidden_Levers.jpg 2400w)
![Redtail logo image](https://www.ta.com/system/uploads/fae/image/asset/3669/xs_Orion_-_Redtail.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/3669/sm_Orion_-_Redtail.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/3669/md_Orion_-_Redtail.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/3669/lg_Orion_-_Redtail.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/3669/xl_Orion_-_Redtail.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/3669/xxl_Orion_-_Redtail.jpg 2400w)
![TownSquare logo image](https://www.ta.com/system/uploads/fae/image/asset/3670/xs_Orion_-_TownSquare.jpg 320w,https://www.ta.com/system/uploads/fae/image/asset/3670/sm_Orion_-_TownSquare.jpg 640w,https://www.ta.com/system/uploads/fae/image/asset/3670/md_Orion_-_TownSquare.jpg 1024w,https://www.ta.com/system/uploads/fae/image/asset/3670/lg_Orion_-_TownSquare.jpg 1400w,https://www.ta.com/system/uploads/fae/image/asset/3670/xl_Orion_-_TownSquare.jpg 1800w,https://www.ta.com/system/uploads/fae/image/asset/3670/xxl_Orion_-_TownSquare.jpg 2400w)
News
Apr. 19, 2022