Orion Advisor Tech
Partners & Customers
10Service Providers
1About 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.
Orion Advisor Tech Headquarter Location
17605 Wright St
Omaha, Nebraska, 68130,
United States
402-496-3513
Orion Advisor Tech Web Traffic
Orion Advisor Tech Rank
Research containing Orion Advisor Tech
Get data-driven expert analysis from the CB Insights Intelligence Unit.
CB Insights Intelligence Analysts have mentioned Orion Advisor Tech in 1 CB Insights research brief, most recently on Jul 17, 2019.
Latest Orion Advisor Tech News
May 16, 2022
Willkie Farr & Gallagher advised Orion Advisor Solutions on the deal. Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive […]
Orion Advisor Tech Acquisitions
3 Acquisitions
Orion Advisor Tech acquired 3 companies. Their latest acquisition was HiddenLevers on March 09, 2021.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
3/9/2021 | Acquired | 2 | ||||
6/29/2020 | ||||||
7/11/2019 | Series A |
Date | 3/9/2021 | 6/29/2020 | 7/11/2019 |
|---|---|---|---|
Investment Stage | Series A | ||
Companies | |||
Valuation | |||
Total Funding | |||
Note | Acquired | ||
Sources | 2 |
Orion Advisor Tech Partners & Customers
10 Partners and customers
Orion Advisor Tech has 10 strategic partners and customers. Orion Advisor Tech recently partnered with YCharts on December 12, 2021.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
12/9/2021 | Licensor | United States | Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary `` Whenever we can empower Redtail users by putting more of the information they need to perform their jobs effectively directly in front of them , we jump on those opportunities ; that 's exactly what this partnership with YCharts allows us to do , '' said Brian McLaughlin , Redtail 's Chief Executive Officer . | 1 | |
8/12/2021 | Partner | United States | The integration between Andes Wealth Technologies and Orion Advisor is designed to help advisors create a better client experience while streamlining their workflows . | 3 | |
1/27/2021 | Partner | United States | 1 | ||
2/13/2020 | Partner | ||||
9/20/2019 | Partner |
Date | 12/9/2021 | 8/12/2021 | 1/27/2021 | 2/13/2020 | 9/20/2019 |
|---|---|---|---|---|---|
Type | Licensor | Partner | Partner | Partner | Partner |
Business Partner | |||||
Country | United States | United States | United States | ||
News Snippet | Skience Adds SEC 17a-4 Compliant Storage, Redtail Integration to Celebrate 20th Anniversary `` Whenever we can empower Redtail users by putting more of the information they need to perform their jobs effectively directly in front of them , we jump on those opportunities ; that 's exactly what this partnership with YCharts allows us to do , '' said Brian McLaughlin , Redtail 's Chief Executive Officer . | The integration between Andes Wealth Technologies and Orion Advisor is designed to help advisors create a better client experience while streamlining their workflows . | |||
Sources | 1 | 3 | 1 |
Orion Advisor Tech Service Providers
1 Service Provider
Orion Advisor Tech has 1 service provider relationship
Service Provider | Associated Rounds | Provider Type | Service Type |
|---|---|---|---|
Merger | Investment Bank | Financial Advisor |
Service Provider | |
|---|---|
Associated Rounds | Merger |
Provider Type | Investment Bank |
Service Type | Financial Advisor |
Partnership data by VentureSource
Orion Advisor Tech Team
5 Team Members
Orion Advisor Tech has 5 team members, including current Chief Technology Officer, Executive Vice President, Chad Boyer.
Name | Work History | Title | Status |
|---|---|---|---|
Chad Boyer | Chief Technology Officer, Executive Vice President | Current | |
Joel Hurst | Senior Vice President | Current | |
Eric Clarke | Chief Executive Officer | Former | |
Randy Lambert | President, Chief Operating Officer | Former | |
Jud Mackrill | Chief Marketing Officer | Former |
Name | Chad Boyer | Joel Hurst | Eric Clarke | Randy Lambert | Jud Mackrill |
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Technology Officer, Executive Vice President | Senior Vice President | Chief Executive Officer | President, Chief Operating Officer | Chief Marketing Officer |
Status | Current | Current | Former | Former | Former |
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