Verified fintech
Orion
- Headquarters
- Omaha, NE
- Website
- orion.com
- Category
- Wealth & investing
In their own words
Orion is a wealthtech platform for financial advisors that brings together portfolio accounting, CRM, financial planning, trading, compliance and client tools in one system. It also offers investment management options ranging from in-house to outsourced OCIO and TAMP models. It serves advisors, RIAs, broker-dealers, banks and family offices, from solo practices to large firms.
Verified listing — website, HQ and category checked before listing. Confirms the facts, not a rating or endorsement.