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Orion | Competitive Intelligence Profile

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions...

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Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. The company empowers financial advisors to attract new clients and connect planning goals to investment strategies, supporting over 5 million technology accounts and thousands of independent advisory firms. Orion is committed to understanding the needs of growth-minded advisors and offers a range of services including performance reporting, trading, tax lot accounting, and more.

Website
Headquarters
Omaha, NE
Size
1001-5000 employees
Industry
Financial Services
Specialities
Performance Reporting, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System, Mobile Apps, CRM integration, Financial Planning integration, New Account Opening

🛍️ Orion Product and Pricing News →

👔 Orion CEO, Management and Leadership Team →

⚔️ Orion Alternatives and Competitors →

💼 Orion Hiring and Layoffs →

🤖 Orion Developer, Integration and Automation News →

📈 Orion Financials, Fundraising and Valuation News →

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🛍️ Orion Product and Pricing News

  • Orion WealthTech was a finalist for the 2025 Ex Award for Best Small Meeting Experience.
  • Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, announced a new checklist to help clients navigate market volatility.
  • Joe Graziano, a top Wealth Advisory advisor at Orion, shared his experience with their customized portfolios and proactive service.
  • Matt Smith, product manager at Redtail Technology, introduced Redtail’s early access environment at Orion WealthTech Ascent, allowing advisors to test new features and provide feedback.
  • Orion WealthTech sponsored a webinar on April 1, 2025, featuring Michael Folker, EVP of Orion OCIO, discussing scaling growth and efficiency.

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👔 Orion CEO, Management and Leadership Team

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⚔️ Orion Alternatives and Competitors

  • BridgeFT
    • |
  • d1g1t
    • |
  • Redtail Technology
    • |
  • Q4
    • |
  • Morningstar
    • |
  • Coinbase
    • |
  • CircleBlack
    • |
  • Addepar
    • |
  • Vise
    • |
  • Clout
    • |
  • BetaSmartz
    • |
  • Allbridge
    • |
  • RobustWealth
    • |
  • Vestmark
    • |
  • LaSalle
    • |
  • Impaxam
    • |
  • Western Asset

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💼 Orion Hiring and Layoffs

  • Orion is hiring a Senior BI Director in Utah to support their finance organization.
  • Orion is seeking a Senior Portfolio Consultant to manage relationships with financial advisors and drive sales for their Custom Indexing and OCIO investment solutions.

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🤖 Orion Developer, Integration and Automation News

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📈 Orion Financials, Fundraising and Valuation News

  • Orion Portfolio Solutions LLC acquired 3,401 shares of TKO Group Holdings, Inc. in the fourth quarter.
  • Orion Portfolio Solutions LLC acquired 32,109 shares of Integra LifeSciences Holdings Co. in the fourth quarter.
  • Orion Portfolio Solutions LLC acquired 9,046 shares of ProShares Ultra S&P500 during the 4th quarter.
  • Orion Portfolio Solutions LLC acquired 9,507 shares of Reinsurance Group of America, Incorporated during the fourth quarter.
  • Orion Portfolio Solutions LLC sold 3,684 shares of Braze, Inc., reducing its stake by 19.5% in the fourth quarter.

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  • Orion Portfolio Solutions LLC reduced its stake in Vanguard FTSE All-World ex-US Small-Cap ETF by 34.5% in the fourth quarter, now holding 6,626 shares valued at $759,000.
  • Orion Portfolio Solutions LLC reduced its stake in Skyworks Solutions by 34% during the fourth quarter, holding shares worth $1.9 million.
  • Orion Portfolio Solutions LLC increased its holdings in Mizuho Financial Group by 48.1% in the fourth quarter, owning 624,582 shares valued at $3,054,000.

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