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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 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.

• 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.
• Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions, announced a new checklist to help clients navigate market volatility.
• Orion is hiring a Senior BI Director in Utah to support their finance organization.
• 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.

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