Orion Advisor SolutionsOrion Advisor Solutions
Orion Advisor Solutions

Orion Advisor Solutions

Technology platform for financial advisors to manage client relationships and operations.

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About

Orion Advisor Solutions provides a comprehensive technology platform designed to empower financial advisors. Their integrated suite of tools helps advisors manage client relationships, streamline operations, and deliver exceptional client experiences, ultimately driving business growth.

Technology stack

detected 2026-06-17
Est. monthly stack spend~$1,950/mo
EmailProofpoint
gateway-fronted
Hosting
self_managed
Compliance
SOC 2
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Frequently asked

What does Orion Advisor Solutions do?

Orion Advisor Solutions provides a comprehensive technology platform designed to empower financial advisors. Their integrated suite of tools helps advisors manage client relationships, streamline operations, and deliver exceptional client experiences, ultimately driving business growth.

How much funding has Orion Advisor Solutions raised?

Orion Advisor Solutions has raised a total of $223M in funding. The most recent round on record is Debt Financing.

Where is Orion Advisor Solutions headquartered?

Orion Advisor Solutions is headquartered in Omaha, United States.

When was Orion Advisor Solutions founded?

Orion Advisor Solutions was founded in 1999.

What industry does Orion Advisor Solutions operate in?

Orion Advisor Solutions operates in Fintech, WealthTech, Financial Services, Enterprise Software, CRM, Data Analytics.

How many employees does Orion Advisor Solutions have?

Orion Advisor Solutions has approximately 1915 people on record.