Search company, investor...


Founded Year



Acq - Fin | Alive

About 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.

Headquarters Location

17605 Wright Street

Omaha, Nebraska, 68130,

United States


Missing: Orion's Product Demo & Case Studies

Promote your product offering to tech buyers.

Reach 1000s of buyers who use CB Insights to identify vendors, demo products, and make purchasing decisions.

Missing: Orion's Product & Differentiators

Don’t let your products get skipped. Buyers use our vendor rankings to shortlist companies and drive requests for proposals (RFPs).

Orion Patents

Orion has filed 68 patents.

The 3 most popular patent topics include:

  • Wireless networking
  • Amines
  • Cryptography
patents chart

Application Date

Grant Date


Related Topics




Secure communication, Wireless networking, Instant messaging clients, Cryptography, Cryptographic protocols


Application Date


Grant Date



Related Topics

Secure communication, Wireless networking, Instant messaging clients, Cryptography, Cryptographic protocols



Latest Orion News

Orion Launches Advisor Academy: Tech Roundup

Feb 23, 2023

What You Need to Know Orion Advisor Academy is a new, on-demand learning platform designed to help advisors improve and grow their businesses while earning continuing education credits. The Fidelity Alliance Network added Zogo, a tech company whose platform works with financial institutions to promote financial education and well-being via short-form content. Dynasty Financial Partners selected BridgeFT’s WealthTech application programming interface to power its integrated wealth technology offerings. Orion Advisor Solutions introduced  Orion Advisor Academy , a new, on-demand learning platform that it said Wednesday provides practical, actionable education for advisors to improve and grow their businesses while earning continuing education credits. Orion Advisor Academy provides a mix of free CE-approved courses and practical training for running a successful fiduciary advisory firm taught by Orion’s experts, the firm said. Advisors can access a wide variety of courses related to leadership, marketing, financial planning, behavioral finance, investing, operational processes and more, Orion said. Including the recent additions of Redtail and TownSquare, the combined Orion platform serviced $3.7 trillion in assets under administration and $60 billion of wealth management platform assets as of Dec. 31, according to Orion. Orion supports more than 5 million technology accounts and thousands of independent advisory firms, it added. Zogo Joins Fidelity Alliance Network The Fidelity Alliance Network welcomed  Zogo , a technology company whose platform works with financial institutions to promote financial education and well-being via short-form content. Fidelity Institutional clients will now have discounted access to Zogo’s modules, which the companies said in a joint announcement Wednesday “make it easier to engage with young investors on topics most relevant to their life stage and to help educate the next generation of investors.” Through the Fidelity Alliance Network, Fidelity Institutional clients will be able to work directly with Zogo to “bridge the financial education gap by providing their clients with educational materials to better understand their investments,” the companies added. Dynasty Teams With BridgeFT Dynasty Financial Partners selected BridgeFT’s WealthTech application programming interface to power Dynasty’s integrated wealth technology offerings across the Dynasty Network, the firms said Wednesday in a joint announcement. BridgeFT is a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech firms and registered investment advisors to deliver data-driven outcomes for their clients, according to the companies. As part of the pact, “BridgeFT will be responsible for custodial data aggregation to fuel the technology of all Dynasty’s integrated partners,” the companies said. In conjunction with the new partnership, Dynasty and select Dynasty affiliates will make a strategic minority investment in BridgeFT. Dynasty did not disclose how much of a stake it acquired or how much it paid. As part of Dynasty’s investment, Frank Coates, Dynasty’s chief technology officer, will be joining BridgeFT’s board. Coates previously served as co-president of data and analytics for Envestnet. Prior to Envestnet, Coates co-founded and was CEO of Wheelhouse Analytics, a firm acquired by Envestnet in 2016. AssetMark Tallies Q4 Growth More than 17,900 new households and 143 new producing advisors joined the AssetMark platform during the fourth quarter ended Dec. 31, the company said Wednesday . In total, at the end of 2022, the AssetMark platform hosted more than 9,200 advisors (about 2,900 of which were engaged advisors) and more than 241,000 investor households, it said. The firm “realized a 14.1% annualized production lift from existing advisors for the fourth quarter, indicating that advisors continued to grow organically and increase wallet share on our platform,” it said. Platform assets decreased 2.2% year-over-year to $91.5 billion. But quarter-over-quarter platform assets grew 15.2%, factoring in $6.9 billion from the acquisition of Adhesion Wealth, market impact net of fees of $4.3 billion and quarterly net flows of $908 million, the company said. The Latest “AssetMark continued its evolution from a TAMP to a holistic, full-service wealth management platform oriented around what advisors need to deliver resilient investor outcomes while successfully growing their practices,” Natalie Wolfsen, AssetMark CEO, said in a statement. “In 2022, we served more advisors and investors than ever before, supporting over 9,200 advisors who used our platform to help more than 241,000 investor households,” she added. AssetMark had $91.5 billion in platform assets as of Dec. 31, 2022, it said. FNZ Completes YieldX Acquisition Global wealth management platform FNZ said Wednesday that it completed its acquisition of YieldX , a U.S.-based provider of fixed-income portfolio management technology and optimization services for the wealth management industry. The purchase stands to “accelerate the personalization of wealth management solutions across the U.S. market,” the companies said in a joint statement  last month announcing the deal. The acquisition will combine the full-service end-to-end platform of FNZ with YieldX’s digital infrastructure and technology solutions, providing financial institutieions, advisors and their clients with personalized fixed-income solutions, they said. Those capabilities will be integrated into FNZ’s wealth platform. As a result of the acquisition, Adam Green, co-founder and CEO of YieldX, joined FNZ as CEO of asset management, North America, while Steve Gross joined as head of asset management strategy for North America. “Together with the senior leadership team, they will support the expansion of asset management products, solutions and technology across North America,” FNZ said. Kingswood Adds New Florida Team Kingswood U.S., a network of independent wealth management firms that oversees more than $3 billion in client assets, said Wednesday that, last year, its automated alternative investment platform surpassed subscriptions representing $129 million combined in three years. The company also welcomed Brian Herman and his team , including four wealth managers, to its new corporate office in Boca Raton, Florida. The advisor team joined Kingswood from ViewTrade Securities, a provider of brokerage and trading platform services. “Our new corporate office in Florida marks an important milestone in Kingswood’s growth and demonstrates our commitment to expanding our wealth management proposition in multiple states,” Michael Nessim, CEO, president and managing partner of Kingswood U.S., said in a statement. “Our ability to give advisors integrated access to a wide range of financial and investment products at the corporate level will provide them with another edge in wealth management, as they grow their books of business,” he added. Advisors at Kingswood have cited access to a wide variety of solutions as a major strength, the firm said. According to Kingswood, its network includes an SEC-registered RIA and two Financial Industry Regulatory Authority-licensed broker-dealers and has more than 200 advisors across the U.S. (Image: Shutterstock)

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 BridgeFT and 4 more.

Compare Orion to Competitors

Orion Advisor Tech Logo
Orion Advisor Tech

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.

InvestCloud Logo

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.

Addepar Logo

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 Logo

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.

d1g1t Logo

d1g1t is a digital wealth management platform powered by analytics that provides portfolio management services and risk reporting to advisors and their individual investors.

Vestmark Logo

Vestmark is a SaaS technology provider for comprehensive unified wealth solutions utilized by financial advisors and institutions. Vestmark provides VestmarkONE to help clients gather more assets, increase operating efficiency, and minimize risk. The integrated technology solution provides proposal generation, portfolio construction and management, trade and rebalancing, compliance, performance measurement, sleeve level accounting, reconciliation, and client reporting.

Discover the right solution for your team

The CB Insights tech market intelligence platform analyzes millions of data points on vendors, products, partnerships, and patents to help your team find their next technology solution.

Request a demo

CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.