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 5 million client accounts comprising approximately $3 trillion in assets under administration (as of September 30, 2022).
Technology | Financial Technology
Financial Services | Investment and Wealth Management
Orion Advisor Solutions and Brinker Capital Complete Merger, Leapfrogging Competitors With 10,000-plus Active Advisors on Combined TAMP (Link opens in new window)
NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team (Link opens in new window)
Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors (Link opens in new window)