About Orion Advisor Solutions
Orion Advisor Solutions is a fintech company founded in 1999 that provides an integrated, open-architecture platform offering disruptive technology and investment solutions designed to empower financial advisors to attract clients, connect planning goals to investment strategies, and grow their businesses while prioritizing innovation, exceptional service, and flexibility through fully connected or standalone components.
Powering Advisors. Winning for Investors.
Our tech-enabled fiduciary process empowers you to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Advisor Tech
Everything you need to grow and scale your business.
Wealth Management
Maximize your profitability and lifestyle.
Pioneers in Fintech
Our Story
In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.
Today, that same passion is what drives our quest to innovate across our business, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Our Values
Create Raving Fans
We are committed to going above and beyond to exceed client and team member expectations with exceptional service, support, and collaboration. Our goal is not just to satisfy, but to inspire so profoundly that people rave about Orion.
Innovate Always
Innovation is a state of mind. We push boundaries, reject the status quo, adapt quickly to change, and relentlessly pursue transformative outcomes.
See It Through
We hold ourselves to the highest standard of follow-through and personal accountability. Completing work and driving towards solutions are not just goals — they are expectations.
Support One Another
When we uplift one another, we are united. That’s why we are dedicated to acting with empathy, respect, and integrity. We offer proactive and unwavering support to our colleagues whenever and wherever needed.
At-A-Glance
- 17 of the Top 20 Barron’s RIA firms rely on Orion’s technology.
- $5.9T Platform assets
- 8.3M Technology accounts
- $185B Wealth management assets
- 100,000 Redtail users
- 8 of the 9 mega RIAs rely on Orion.
Fuel Your Success
Get in touch to learn more about how Orion’s integrated suite of fully connected, disruptive technology and investment solutions can spur growth for your firm.