Envestnet vs Orion Advisor Solutions
Envestnet vs Orion Advisor Solutions, compared side by side on 21 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: Envestnet is on 67/100 and Orion Advisor Solutions on 67/100.
Where each one leads
Envestnet
- agent readiness: 41/100 against 36/100
- headcount: 2,774 against 1,915
- funding raised: $4.5B against $223M
- LinkedIn following: 113,236 against 36,516
Orion Advisor Solutions
Leads on none of the measures we hold for both companies.
At a glance
| Measure | Envestnet | Orion Advisor Solutions |
|---|---|---|
| What it is | Financial technology company providing wealth management solutions and data aggregation. | Technology platform for financial advisors to manage client relationships and operations. |
| Category | Fintech, Wealth Management, Financial Planning, Data Aggregation | Fintech, WealthTech, Financial Services, Enterprise Software |
| Sells toBusiness model | B2B | B2B |
| Offering | Platform | Platform |
| Founded | 1999 | 1999 |
| Headquarters | Chicago, United States | Omaha, United States |
| Status | Active | Active |
Size, funding and growth
| Measure | Envestnet | Orion Advisor Solutions |
|---|---|---|
| Employees | 2,774 | 1,915 |
| Total funding | $4.5B | $223M |
| Latest round | Acquisition | Debt Financing |
| Valuation | $300M | Not published |
| LinkedIn followers | 113,236 | 36,516 |
StartupHub scores
Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.
| Measure | Envestnet | Orion Advisor Solutions |
|---|---|---|
| StartupHub scoreOur 0-100 rating | 67/100 | 67/100 |
| Traction | 60/100 | 60/100 |
| Team | 70/100 | 70/100 |
| Community | 15/100 | 15/100 |
| Search visibility | 32/100 | 33/100 |
| Quality | 78/100 | 78/100 |
| Agent readinessHow well an AI agent can read and act on the site | D (41/100) | F (36/100) |
| Domain ratingLink authority, 0-100 | 74/100 | 72/100 |
Technology
Detected on each public site, so it reflects the marketing stack as well as the product.
| Measure | Envestnet | Orion Advisor Solutions |
|---|---|---|
| Hosting | AWS | Self Managed |
| CDN | CloudFront | Not detected |
| Frameworks | Jquery, Tailwind CSS | Not detected |
| Open source | No | Yes |
Envestnet vs Orion Advisor Solutions: common questions
Which is better, Envestnet or Orion Advisor Solutions?
Both score the same on our 0-100 rating, so the choice comes down to the 21 data points in the tables above rather than overall company strength.
How do Envestnet and Orion Advisor Solutions compare on the numbers?
Envestnet leads on agent readiness (41/100 against 36/100), headcount (2,774 against 1,915), funding raised ($4.5B against $223M), LinkedIn following (113,236 against 36,516).
Read the full Envestnet review and pricing or the Orion Advisor Solutions review and pricing. You can also browse other Envestnet alternatives we track.