Powering Advisors.
Winning for Investors.

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.

What We Do

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. 

Advisor Tech

Everything you need to grow and scale your business.

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Customizable Presentation

Wealth Management

Maximize your profitability and lifestyle.

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Independent Advisor Looking out at Opportunities
Orion founders at table.
Pioneers in Fintech

Our Story

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.

Our Values

Create Raving Fans

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.

Innovate Always

Innovation is a state of mind. We push boundaries, reject the status quo, adapt quickly to change, and relentlessly pursue transformative outcomes.

See It Through

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.

Support One Another

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.






Platform assets1


Independent advisory firms served1


Active advisor reps served1


Technology accounts1


Wealth management assets1


of Redtail's users are affiliated with 19,000 firms1

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