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Orion Advisor Technology
Orion Advisor Technology provides software solutions for financial advisors in the wealth management sector. Its products include portfolio accounting, client...
Orion Advisor Technology
Orion Advisor Technology provides software solutions for financial advisors in the wealth management sector. Its products include portfolio accounting, client relationship management, and trading tools, as well as risk assessment, regulatory compliance, and financial planning tools. The company was founded in 1999 and is based in Omaha, Nebraska.
General information
Firm type
WealthTech / Financial Advisor Platform
Year founded
1999
Location
Region
North America
Country
United States
City
Omaha
Corporate office
Omaha, NE, United States
Sector focus
Frequently asked questions
Who owns Orion Advisor Technology?
Orion Advisor Technology is privately held. In 2022, a consortium led by Guidehouse Owner Private Equity (which also owned the Redtail CRM business) acquired the firm. The specific ownership structure has not been publicly detailed as of early 2025.
What products does Orion offer?
Orion's platform includes Orion Portfolio Accounting, Orion Rebalancing, Orion Reporting, Orion Billing, and the Orion Client Portal. It also integrates third-party solutions through its Orion Connect marketplace. The firm sells to independent RIAs, broker-dealers, and wealth management firms.
How does Orion differentiate from competitors like Envestnet or SS&C?
Orion markets itself as a provider-agnostic platform that works across multiple custodians (Schwab, Fidelity, Pershing) and does not operate a turnkey asset management platform (TAMP). Its focus is on the advisor-facing workflow, not asset management. Competitor Envestnet also offers a technology platform but with a larger TAMP component.
Does Orion serve institutional allocators or only individual advisors?
Orion's primary clients are registered investment advisors (RIAs) and wealth management firms serving individual investors. The firm does not publicly market to pension funds, endowments, or foundations as a core client segment.
What is Orion's AUM?
Orion does not publicly disclose a single AUM figure. The firm reports that its platform supports over $3T in assets under administration (AUA) as of early 2025 (per the firm's official communications).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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