Fuel Your Success
Get in touch to learn more about how Orion’s integrated suite of fully connected, disruptive technology and investment solutions can spur growth for your firm.
1Source: As of 3/31/24
Our tech-enabled fiduciary process empowers you to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.
Today, that same passion is what drives our quest to innovate across our business, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
We are committed to going above and beyond to exceed client and team member expectations with exceptional service, support, and collaboration. Our goal is not just to satisfy, but to inspire so profoundly that people rave about Orion.
Innovation is a state of mind. We push boundaries, reject the status quo, adapt quickly to change, and relentlessly pursue transformative outcomes.
We hold ourselves to the highest standard of follow-through and personal accountability. Completing work and driving towards solutions are not just goals — they are expectations.
When we uplift one another, we are united. That’s why we are dedicated to acting with empathy, respect, and integrity. We offer proactive and unwavering support to our colleagues whenever and wherever needed.
Employees1
Platform assets1
Independent advisory firms served1
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Wealth management assets1
of Redtail's users are affiliated with 25,000 firms1
Get in touch to learn more about how Orion’s integrated suite of fully connected, disruptive technology and investment solutions can spur growth for your firm.
1Source: As of 3/31/24