Alternatives to Orion Advisor Solutions
The top Fintech companies similar to Orion Advisor Solutions, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
SS&C Technologies26Automation & RPAWindsor, United States
Envestnet67FintechChicago, United States$4.5B
Practifi55FintechSydney, Australia$3.0M
Bloomberg L.P.82FintechNew York, United States$60.1B
Gainsight Customer Success70B2B SaaSSan Francisco, United States$405.3M
Vertice63EnterpriseLondon, United Kingdom$51.0M
truewind63Accounting AutomationSan Francisco, United States$16.0M
NEVIS62FintechNew York, United States$40.0M
Gainsight61Customer SuccessSan Francisco, United States$157.0M
Jump58WealthTechSalt Lake City, United States$100.0M
rogo56FinanceNew York, United States$322.0M
Datricks56EnterpriseTel Aviv, Israel$16.0M
EasySend56InsuranceTel Aviv, Israel$71.5M
spektr55Financial ServicesCopenhagen, Denmark$25.4M
AdvisorEngine55FintechNew York, United States
Zephlyn54Meeting Assistants / Client EngagementNew York, United States$6.0M
Jumps54FintechSalt Lake City, United States- MOMorningstar47Financial ServicesChicago, USA$63.0M
- CACATCHLIGHT34AI-powered Lead GenerationBoston, United States
RELE.ai33FintechTel Aviv, Israel$1.5M
Cashmere30FintechLos Angeles, United States$3.6M
knomee29WealthTechFoster City, United States
Empower22FintechGreenwood Village, United States
WealthAi22FintechLondon, United Kingdom$837K
LinkAngler14Artificial Intelligence- CHCHECKY A.I TECHNOLOGIES3Fintech
ValitanaFintechStamford, USA
The Access Group85Enterprise SoftwareLeicester, United Kingdom$1.0B- FOFounders Fund85Venture CapitalSan Francisco, USA$19.9B
Cvent85Event Management SoftwareTysons, United States$232.0M
CCC Intelligent Solutions75InsurTechChicago, United States$297.0M
ActiveCampaign75Agentic AIChicago, United States$70.0M
Hebbia72Agentic AINew York, United States$100.0M
Abacum70FintechTel Aviv, Israel$224.5M
FIS70FintechJacksonville, United States$10.5B
Stampli70FintechLos Angeles, United States$142.7M- COCoverMyMeds69HealthTechColumbus, United States$205.0M
Workday Human Capital68Enterprise SoftwarePleasanton, United States$364.6M
Avo63HRTel Aviv, Israel$45.0M
Sweep63SalesforceSan Francisco, United States$84.0M
9fin63FintechLondon, United Kingdom$170.0M- CRCreatio62Artificial IntelligenceBoston, United States$268.0M
Gridline62Energy ManagementAtlanta, USA$52.7M
Noetica62FintechNew York, United States$28.0M
Trullion62FintechTel Aviv, Israel$33.5M- LOLooker61Data AnalyticsSan Francisco, United States$273.0M
Litify61LegalTechNew York, United States$78.6M- ARARCH60Document / Data ManagementNew York, United States$30.0M
Fair Isaac Corporation (FICO)60Financial ServicesBozeman, United States
Lazarus AI60Artificial IntelligenceNew York, USA$63.0M
Powder60Document / Data ManagementLos Altos, United States$5.0M
Energy Aspects59EnergyLondon, United Kingdom$63.0M
zocks58AI AssistantSan Francisco, United States$128.6M
Payflows58FintechParis, France$32.1M
FirmBase.io57FintechTel Aviv, Israel$22.0M- ARArturo57AISouth Jordan, United States$33.0M
Sequence56FintechSan Francisco, United States$15.0M
klarity56Accounting AutomationSan Francisco, United States$2.0M
Kissterra56InsuranceTel Aviv, Israel$76.0M
Sapien55FintechSan Francisco, United States$8.7M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 |
| Practifi | Fintech | Sydney, Australia | $3.0M | 55 |
| Bloomberg L.P. | Fintech | New York, United States | $60.1B | 82 |
| Gainsight Customer Success | B2B SaaS | San Francisco, United States | $405.3M | 70 |
| Vertice | Enterprise | London, United Kingdom | $51.0M | 63 |
| truewind | Accounting Automation | San Francisco, United States | $16.0M | 63 |
| NEVIS | Fintech | New York, United States | $40.0M | 62 |
| Gainsight | Customer Success | San Francisco, United States | $157.0M | 61 |
| Jump | WealthTech | Salt Lake City, United States | $100.0M | 58 |
| rogo | Finance | New York, United States | $322.0M | 56 |
| Datricks | Enterprise | Tel Aviv, Israel | $16.0M | 56 |
| EasySend | Insurance | Tel Aviv, Israel | $71.5M | 56 |
| spektr | Financial Services | Copenhagen, Denmark | $25.4M | 55 |
| AdvisorEngine | Fintech | New York, United States | — | 55 |
| Zephlyn | Meeting Assistants / Client Engagement | New York, United States | $6.0M | 54 |
| Jumps | Fintech | Salt Lake City, United States | — | 54 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| CACATCHLIGHT | AI-powered Lead Generation | Boston, United States | — | 34 |
| RELE.ai | Fintech | Tel Aviv, Israel | $1.5M | 33 |
| Cashmere | Fintech | Los Angeles, United States | $3.6M | 30 |
| knomee | WealthTech | Foster City, United States | — | 29 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| WealthAi | Fintech | London, United Kingdom | $837K | 22 |
| LinkAngler | Artificial Intelligence | — | — | 14 |
| CHCHECKY A.I TECHNOLOGIES | Fintech | — | — | 3 |
| Valitana | Fintech | Stamford, USA | — | — |
| The Access Group | Enterprise Software | Leicester, United Kingdom | $1.0B | 85 |
| FOFounders Fund | Venture Capital | San Francisco, USA | $19.9B | 85 |
| Cvent | Event Management Software | Tysons, United States | $232.0M | 85 |
| CCC Intelligent Solutions | InsurTech | Chicago, United States | $297.0M | 75 |
| ActiveCampaign | Agentic AI | Chicago, United States | $70.0M | 75 |
| Hebbia | Agentic AI | New York, United States | $100.0M | 72 |
| Abacum | Fintech | Tel Aviv, Israel | $224.5M | 70 |
| FIS | Fintech | Jacksonville, United States | $10.5B | 70 |
| Stampli | Fintech | Los Angeles, United States | $142.7M | 70 |
| COCoverMyMeds | HealthTech | Columbus, United States | $205.0M | 69 |
| Workday Human Capital | Enterprise Software | Pleasanton, United States | $364.6M | 68 |
| Avo | HR | Tel Aviv, Israel | $45.0M | 63 |
| Sweep | Salesforce | San Francisco, United States | $84.0M | 63 |
| 9fin | Fintech | London, United Kingdom | $170.0M | 63 |
| CRCreatio | Artificial Intelligence | Boston, United States | $268.0M | 62 |
| Gridline | Energy Management | Atlanta, USA | $52.7M | 62 |
| Noetica | Fintech | New York, United States | $28.0M | 62 |
| Trullion | Fintech | Tel Aviv, Israel | $33.5M | 62 |
| LOLooker | Data Analytics | San Francisco, United States | $273.0M | 61 |
| Litify | LegalTech | New York, United States | $78.6M | 61 |
| ARARCH | Document / Data Management | New York, United States | $30.0M | 60 |
| Fair Isaac Corporation (FICO) | Financial Services | Bozeman, United States | — | 60 |
| Lazarus AI | Artificial Intelligence | New York, USA | $63.0M | 60 |
| Powder | Document / Data Management | Los Altos, United States | $5.0M | 60 |
| Energy Aspects | Energy | London, United Kingdom | $63.0M | 59 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| Payflows | Fintech | Paris, France | $32.1M | 58 |
| FirmBase.io | Fintech | Tel Aviv, Israel | $22.0M | 57 |
| ARArturo | AI | South Jordan, United States | $33.0M | 57 |
| Sequence | Fintech | San Francisco, United States | $15.0M | 56 |
| klarity | Accounting Automation | San Francisco, United States | $2.0M | 56 |
| Kissterra | Insurance | Tel Aviv, Israel | $76.0M | 56 |
| Sapien | Fintech | San Francisco, United States | $8.7M | 55 |