Orion + HiddenLevers, A True End-to-End Wealthtech Solution

We’re thrilled to announce that our acquisition of HiddenLevers, first announced in March 2021, has been finalized. Over the next 12 months, we will fully integrate HiddenLevers’ next-level business intelligence, risk analytics, and economic research capabilities with our core technology platform.

Founded in 2009, HiddenLevers is one of the industry’s most lauded business intelligence, risk analytics, and economic research providers with over 450 firms and more than $575 billion in assets on their platform. HiddenLevers also offers client experience, business intelligence, and home-office solutions for financial advisors, asset managers, and wealth management executive teams. The cloud-based platform can be used to gauge risk tolerance, stress test portfolios, and build recommendations that minimize risk while increasing the probability of meeting a client’s future goals.

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Learn how Orion and HiddenLevers will bring their companies together to better serve their clients and shape the future of the wealth management industry.

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Check out the resources below for more information on what the merger means for you, your firm, and your clients!

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