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Brought to you by RivalSense - an AI tool for monitoring any company.

RivalSense tracks the most important product launches, fundraising news, partnerships, hiring activities, pricing changes, tech news, vendors, corporate filings, media mentions, and other developments of companies you're following 💡

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Orion

🌎 orion.com

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.

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Orion - Latest News and Updates

• 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.
• Orion WealthTech was a finalist for the 2025 Ex Award for Best Small Meeting Experience.
• Orion Portfolio Solutions LLC sold 6,987 shares of John Hancock Multifactor Developed International ETF, reducing its holdings by 4.1% in the fourth quarter.
• Orion is seeking a Senior Portfolio Consultant to manage relationships with financial advisors and drive sales for their Custom Indexing and OCIO investment solutions.

• 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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