Authorized Third-Party Sub-Processors

Subprocessor Category Location
6sense Customer Engagement and Marketing Analytics United States
Absorb Education tool platform United States
Amazon Web Services Hosting provider United States
BluePay Payment processing United States
Confluent Data streaming services United States
Conga Composer Communications provider United States
DataBricks ETL Tool United States
Flyer Financial Technologies Cloud-based trading provider United States
Gainsight In-application communications service United States
Glia Digital communications provider United States
Global Relay Compliance books & records United States
HighSpot Communications provider United States
Iron Mountain Data backup & storage United States
Microsoft Corporation Hosting, email, and data storage provider, MFA United States
Momentive.io Survey tool United States
Nylas Email, calendar, and contact sync technology provider United States
OwnBackup Data backup & storage United States
Paanini Inc. (dba JIFFY.ai) Robotic process automation platform provider United States
Proofpoint Email security United States
Salesforce Cloud-based customer CRM United States
Sisense Business analytics United States
Smartsheet Work execution platform United States
Tata Consultancy Services Limited Data Reconciliation Operations; Client Support; QA; Devops; and Business Intelligence functions India
Twilio Multi-factor authentication and messaging United States
Workday Cloud-based employee and accounting CRM United States
 

Authorized Orion Affiliates

Affiliate Category Location
Orion Advisor Technology, LLC Provision of technical services, support services, and supporting the provision, management, and maintenance of the Services. United States
BasisCode Compliance LLC (dba Orion Compliance) United States
Advizr, Inc. (dba Orion Planning) United States
GxWorks, LLC (dba Orion Risk Intelligence) United States
Redtail Technology, Inc. United States
 

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