Orion
Founded Year
2003Stage
Acq - Fin | AliveAbout Orion
Orion offers a personalized financial management continuum, including advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through its subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and Constellation Trust Company, its clients range from boutique RIAs to enterprise-level firms, all of which use Orion’s deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses.
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Research containing Orion
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Orion in 1 CB Insights research brief, most recently on Apr 3, 2023.
Orion Patents
Orion has filed 73 patents.
The 3 most popular patent topics include:
- Wireless networking
- Amines
- Cryptography
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
8/31/2020 | 5/23/2023 | Filmmaking occupations, Orthopedic surgical procedures, Bone fractures, Media occupations, Broadcasting occupations | Grant |
Application Date | 8/31/2020 |
|---|---|
Grant Date | 5/23/2023 |
Title | |
Related Topics | Filmmaking occupations, Orthopedic surgical procedures, Bone fractures, Media occupations, Broadcasting occupations |
Status | Grant |
Latest Orion News
May 11, 2023
Brian McMahon, a 25-year IPG veteran and the founding CEOof Orion, is retiring from IPG and will take on leadership alongside his wife, Karen, of MRDW, their global realty development company. McMahon joined IPG in 1998 as Global CEO of media agency Orion.The company’s flagship entity is a corporate trade agency that exchanges client goods and services for media time. Over the years McMahon expanded the group to include investment andprinting businesses and other specialist firms. Orion now operates in more than two dozen countries. advertisement advertisement He also oversaw and reshaped several IPG specialty units, including Newspaper Services ofAmerica, Wahlstrom, Rapport, ID Media and BPN. In early 2021, McMahon joined IPG corporate as a senior business advisor. Orion veteran Laura Ryan was tapped to run the company as GlobalPresident. “Brian is not only a strong leader and business creator, he’s been one of our biggest advocates for diversity, equity and inclusionduring his entire career with IPG,” said company CEO Philippe Krakowsky. “Under his leadership, Orion was consistently among the highest ranked agencies in IPG’scompany-wide Climate for Inclusion survey... We thank him for his service to our company and wish Karen and Brian the best of luck in their enterprise together.” MRDW has had projectsfeatured in many publications, including HGTV Magazine and Architectural Digest, and in design books. Karen McMahon is a three-time cancer survivor and has been designing and buildinghomes in multiple countries for over 30 years. MRDW recently broke ground on a 52-acre project in Galway, Ireland. “I have loved my time at IPG – especially the peopleI’ve been honored to call colleagues,” said McMahon. “Much of our success has been thanks to Philippe, who has been a terrific mentor for me personally over the decades. I’mlooking forward to this next chapter.”
Orion Frequently Asked Questions (FAQ)
When was Orion founded?
Orion was founded in 2003.
Where is Orion's headquarters?
Orion's headquarters is located at 17605 Wright Street, Omaha.
What is Orion's latest funding round?
Orion's latest funding round is Acq - Fin.
Who are the investors of Orion?
Investors of Orion include TA Associates.
Who are Orion's competitors?
Competitors of Orion include Redrock Wealth Management and 8 more.
Compare Orion to Competitors
Orion Advisor Tech is a financial technology solution company. The company offers performance reporting, trading and rebalancing, tax lot accounting, advisory fee billing, portfolio management system, mobile apps, CRM integration, financial planning integration, and new account opening.
Addepar is a financial operating system that aims to bring common sense and ethical, data-driven investing to the financial world. Addepar gives advisors and their clients a clearer financial picture at every level, all in one place, and handles all types of assets denominated in any currency. With customizable reporting, financial advisors can visualize and communicate relevant information to anyone who needs it.
Riskalyze empowers investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations, and quantify suitability. Riskalyze provides its technology to licensed investment advisors in the United States, who use it to capture risk tolerance and quantify suitability for their clients.
PureFacts provides financial asset management services. It offers enterprise wealth management and asset management solutions for financial services. The company was founded in 2010 and is based in Toronto, Canada.
d1g1t is a digital wealth management platform powered by analytics that provides portfolio management services and risk reporting to advisors and their individual investors.
InvestCloud offers the securities industry collaborative cloud-based solutions. Equipped with its cloud delivery model, InvestCloud develops and deploys custom, scalable solutions with pace setting efficiency for asset managers, fund of funds, Investment Advisors, and the managers of pensions and endowments. These high-impact business solutions collaborate seamlessly with other technologies such as custodians and line-of-business applications, processes, and even allow businesses to leverage their existing infrastructure.
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