Orion Advisor Solutions

Orion Advisor Solutions provides integrated software for the financial advisory and wealth management sectors. Founded in 1999, the company's platform supports core advisory functions including portfolio accounting, compliance management, trading execution, and client reporting. Its technology serves thousands of advisory firms, with assets under management by firms on the platform exceeding a trillion dollars.

The company has expanded its capabilities through a series of acquisitions. Key additions to the platform include Redtail CRM, a customer relationship management system for advisors; Advizr, a financial planning tool; HiddenLevers, a risk analytics and portfolio stress-testing solution; and Brinker Capital, an investment and wealth management provider. These products are integrated into a unified offering.

Technical work at Orion spans financial software, wealthtech, and CRM integration. The company notes that many of its team members have backgrounds in financial services, which informs its approach to building tools that address the practical challenges advisors encounter daily.