Orion is a leading technology solutions provider for independent financial advisors.
Orion offers an end-to-end suite of solutions that enable independent financial advisors to grow their businesses, serve their clients and gain a competitive edge in a crowded marketplace. The Company’s combined technology platform supports more than 6.5 million client accounts comprising approximately $4.7 trillion in assets under administration (as of September 30, 2024).
Sector
Technology | Financial Technology
Financial Services | Investment and Wealth Management
Investment Year
2015
Status
Current
Headquarters
Omaha, NE
Acquisitions
News
Apr. 19, 2022