Orion Advisor Solutions
Agent36Agent Readiness: 36/100. Below median. Measured by StartupHub.ai. Median 41.Trust95Data Trust: 95/100. Top 25%. Measured by StartupHub.ai. Median 61.Technology platform for financial advisors to manage client relationships and operations.
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.
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Key facts
- Website
- orion.com
- Headquarters
- Omaha, United States
- Founded
- 1999
- Employees
- 1,915
- Total funding
- $223M (Preferred Equity)
- Business model
- B2B
Funding rounds
| Date | Round | Amount | Lead investors |
|---|---|---|---|
| 9 May 2022 | Debt Financing | $85M | |
| 9 May 2022 | Preferred Equity | $138M |
Tech stack
Detected on orion.com, last scanned 30 Oct 2026. Run your own scan
- Compliance
- SOC 2
- Email provider
- Proofpoint
Orion Advisor Solutions scores 72. Does yours?
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Frequently asked
Is Orion Advisor Solutions trustworthy and reputable?
StartupHub's Data Trust & Reputation score for Orion Advisor Solutions is 95 out of 100, a trusted rating, based on site security posture, privacy practices, malware and phishing checks, and public reputation signals.
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 Preferred Equity.
How many employees does Orion Advisor Solutions have?
Orion Advisor Solutions has approximately 1,915 people on record.
Public record
SEC filings, insider activity, nonprofit links and pay benchmarks for Orion Advisor Solutions
