Orion Advisor Solutions vs Waterlily

Orion Advisor Solutions vs Waterlily, compared side by side on 13 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: Orion Advisor Solutions is on 67/100 and Waterlily on 21/100.

Orion Advisor Solutions logo
Orion Advisor SolutionsTechnology platform for financial advisors to manage client relationships and operations.
Try Orion Advisor Solutions
Waterlily logo
WaterlilyFinancial planning and advisory software for wealth managers.
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Where each one leads

Orion Advisor Solutions

  • our overall score: 67/100 against 21/100
  • domain rating: 72/100 against 45/100

Waterlily

  • agent readiness: 44/100 against 36/100

At a glance

MeasureOrion Advisor SolutionsWaterlily
What it isTechnology platform for financial advisors to manage client relationships and operations.Financial planning and advisory software for wealth managers.
CategoryFintech, WealthTech, Financial Services, Enterprise SoftwareFintech, Wealth Management, Financial Planning Software, Advisory Software
Sells toBusiness modelB2BB2B
OfferingPlatformSoftware
Founded19992017
HeadquartersOmaha, United StatesTel Aviv, Israel
StatusActiveActive

Size, funding and growth

MeasureOrion Advisor SolutionsWaterlily
Employees1,915Not published
Total funding$223MNot published
Latest roundDebt FinancingNot published
LinkedIn followers36,516Not published

StartupHub scores

Our own 0-100 ratings. They measure company strength and site quality, not which product suits you.

MeasureOrion Advisor SolutionsWaterlily
StartupHub scoreOur 0-100 rating67/10021/100
Traction60/10030/100
Team70/100Not published
Community15/100Not published
Search visibility33/1002/100
Quality78/100Not published
Agent readinessHow well an AI agent can read and act on the siteF (36/100)D (44/100)
Domain ratingLink authority, 0-10072/10045/100

Technology

Detected on each public site, so it reflects the marketing stack as well as the product.

MeasureOrion Advisor SolutionsWaterlily
HostingSelf ManagedNot detected
CMSNot detectedFramer
AnalyticsNot detectedGoogle Tag Manager
Open sourceYesNo

Orion Advisor Solutions vs Waterlily: common questions

Which is better, Orion Advisor Solutions or Waterlily?

On our 0-100 score Orion Advisor Solutions rates higher (67/100 against 21/100). 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 13 data points above: read the rows that match what you are buying for.

How do Orion Advisor Solutions and Waterlily compare on the numbers?

Orion Advisor Solutions leads on our overall score (67/100 against 21/100), domain rating (72/100 against 45/100). Waterlily leads on agent readiness (44/100 against 36/100).

Read the full Orion Advisor Solutions review and pricing or the Waterlily review and pricing. You can also browse other Orion Advisor Solutions alternatives we track.