Authorized Third-Party Sub-Processors

Subprocessor Category Location
6sense Customer Engagement and Marketing Analytics United States
Amazon Web Services Hosting, computing, storage, and other application services United States
Amazon Web Services (Amazon Bedrock) AI model provider for certain services and/or features that utilize generative artificial intelligence. The AI models available to Orion through the Amazon Bedrock service can be found here. United States
Confluent Data streaming services United States
Conga Composer Document generation tool United States
DataBricks ETL Tool United States
Datadog, Inc. Observability and monitoring platform for logs, usage data, and troubleshooting United States
Fiserv, Inc. Payment processing United States
Flyer Financial Technologies Cloud-based trading provider United States
Fullstory, Inc. Session replay and usage analytics to support customer service, troubleshooting, and issue resolution United States
Gainsight In-application communications service United States
Glia Digital communications provider United States
Global Relay Compliance books & records United States
HighSpot Sales enablement and content management platform United States
Iron Mountain Data backup & storage United States
LearnUpon Limited Education tool platform 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
Okta Inc. Identity and access management provider for authentication and authorization United States
OwnBackup Data backup & storage United States
Pendo.io, Inc. In-app guide platform and product usage analytics to support onboarding, feature adoption, and user engagement United States
Proofpoint Email security United States
Salesforce Cloud-based customer CRM United States
Sisense Business analytics United States
Smartsheet Work management 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
UiPath, Inc. Robotic process automation platform provider United States
Workday Cloud-based employee and accounting CRM; supplier sourcing/procurement workflows 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
Summit Wealth Systems, Inc. United States
 

Subscribe to Changes

Sign up to be notified of a change to the list on this webpage