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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