Dynasty Financial Partners vs Orion Advisor Solutions
Dynasty Financial Partners vs Orion Advisor Solutions, compared side by side on 19 data points: what each one does, how big it is, what it has raised, the tech running each site, and what users report. We score both out of 100 on traction, team and visibility: Dynasty Financial Partners is on 48/100 and Orion Advisor Solutions on 67/100.
Where each one leads
Dynasty Financial Partners
- agent readiness: 50/100 against 36/100
Orion Advisor Solutions
- our overall score: 67/100 against 48/100
- domain rating: 72/100 against 43/100
- headcount: 1,915 against 223
- funding raised: $223M against $100M
At a glance
| Measure | Dynasty Financial Partners | Orion Advisor Solutions |
|---|---|---|
| What it is | A financial services company providing a platform and services for independent financial advisors. | Technology platform for financial advisors to manage client relationships and operations. |
| Category | Financial Services, Wealth Management, Investment Banking, WealthTech | Fintech, WealthTech, Financial Services, Enterprise Software |
| Sells toBusiness model | B2B2C | B2B |
| Offering | Platform | Platform |
| Founded | 2013 | 1999 |
| Headquarters | St. Petersburg, USA | Omaha, United States |
| Status | Inactive | Active |
Size, funding and growth
| Measure | Dynasty Financial Partners | Orion Advisor Solutions |
|---|---|---|
| Employees | 223 | 1,915 |
| Total funding | $100M | $223M |
| Latest round | Minority Stake Funding | Debt Financing |
| Valuation | $800M | Not published |
| LinkedIn followers | Not published | 36,516 |
StartupHub scores
Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.
| Measure | Dynasty Financial Partners | Orion Advisor Solutions |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 48/100 | 67/100 |
| Traction | 60/100 | 60/100 |
| Team | 30/100 | 70/100 |
| Community | Not published | 15/100 |
| Search visibility | 13/100 | 33/100 |
| Quality | 55/100 | 78/100 |
| Agent readinessHow well an AI agent can read and act on the site | D (50/100) | F (36/100) |
| Domain ratingLink authority, 0-100 | 43/100 | 72/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Dynasty Financial Partners | Orion Advisor Solutions |
|---|---|---|
| Hosting | Google Cloud | Self Managed |
| Open source | No | Yes |
Dynasty Financial Partners vs Orion Advisor Solutions: common questions
Which is better, Dynasty Financial Partners or Orion Advisor Solutions?
On our 0-100 score Orion Advisor Solutions rates higher (67/100 against 48/100). The score weights traction, team, visibility and profile completeness, so it reflects company strength rather than which product suits you. We compare the two on 19 data points above: read the rows that match what you are buying for.
How do Dynasty Financial Partners and Orion Advisor Solutions compare on the numbers?
Dynasty Financial Partners leads on agent readiness (50/100 against 36/100). Orion Advisor Solutions leads on our overall score (67/100 against 48/100), domain rating (72/100 against 43/100), headcount (1,915 against 223), funding raised ($223M against $100M).
Read the full Dynasty Financial Partners review and pricing or the Orion Advisor Solutions review and pricing. You can also browse other Dynasty Financial Partners alternatives we track.