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Orion company logo
Corporation
FINANCIAL | Asset/Financial Management
orion.com

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Competitors

4

Business Relationships

6

Orion Competitors & Alternatives

4 Competitors

Orion has 4 competitors. Orion's competitors are Addepar and more.

Latest Funding

Companies

Investment Stage

Total Funding

Mosaic
The Mosaic Score is an algorithm that measures the overall financial health and market potential of private companies.

Location

6/15/2021

Series F

$513.93M

000

California

11/27/2018

Envestnet

Corporate Minority - P2P

$43.43M

Illinois

eMoney Advisor

Pennsylvania

Redtail Technology

000

California

Latest Funding

6/15/2021

11/27/2018

Companies

Envestnet

eMoney Advisor

Redtail Technology

Investment Stage

Series F

Corporate Minority - P2P

Total Funding

$513.93M

$43.43M

Mosaic

000

000

Location

California

Illinois

Pennsylvania

California

Orion Partners & Customers

6 Partners and customers

Orion has 6 strategic partners and customers. Orion recently partnered with BNY Mellon on March 3, 2021.

Date

Type

Business Partner

Country

News Snippet

Sources

3/23/2021

Partner

BNY Mellon

United States

1

6/23/2020

Partner

State Street Global Advisors

United States

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10

2/11/2020

Client

Ameritas

United States

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10

2/11/2020

Client

Benjamin F. Edwards & Co.

United States

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10

2/11/2020

Client

Great Valley Advisor Group

United States

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10

Date

3/23/2021

6/23/2020

2/11/2020

2/11/2020

2/11/2020

Type

Partner

Partner

Client

Client

Client

Business Partner

BNY Mellon

State Street Global Advisors

Ameritas

Benjamin F. Edwards & Co.

Great Valley Advisor Group

Country

United States

United States

United States

United States

United States

News Snippet

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Sources

1

10

10

10

10

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