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Corporation
INTERNET | Internet Software & Services / Accounting & Finance
orionadvisortech.com

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Partners & Customers

10

Service Providers

1

About 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

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Orion Advisor Tech Web Traffic

Rank
Page Views per User (PVPU)
Page Views per Million (PVPM)
Reach per Million (RPM)
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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

Orion Advisor Solutions’ Acquisition of TownSquare Capital

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

$99M

Acquired

2

6/29/2020

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$99M

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10

7/11/2019

Series A

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$99M

$99M

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10

Date

3/9/2021

6/29/2020

7/11/2019

Investment Stage

Series A

Companies

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Valuation

$99M

$99M

$99M

Total Funding

$99M

Note

Acquired

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Sources

2

10

10

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

BY Helen Yang, CFA, Founder and CEO of Andes Wealth. Andes Wealth and Orion: Marrying Risk Analytics with Behavioral Finance to Support a Better Advisor-Client Journey.

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

United States

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10

9/20/2019

Partner

United States

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10

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

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 .

BY Helen Yang, CFA, Founder and CEO of Andes Wealth. Andes Wealth and Orion: Marrying Risk Analytics with Behavioral Finance to Support a Better Advisor-Client Journey.

The integration between Andes Wealth Technologies and Orion Advisor is designed to help advisors create a better client experience while streamlining their workflows .

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Sources

1

3

1

10

10

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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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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