What Orbiton does

Orbiton (legal entity Orbiton Financial, Inc.) is a private, AI-native investor relations software company headquartered in Vancouver, BC with a US office in San Francisco. It builds and sells a unified platform for the investor relations function of public companies, comprising the Orbiton IR Agent (autonomously gathers source material, drafts press releases, updates investor decks, and manages road show follow-up), the Concierge (a 24/7 on-website AI associate that answers retail, analyst, and institutional investor questions from a controlled knowledge layer of filings, MD&A, decks, and FAQs), the InvestorOS dashboard (a real-time view of conversations, warm leads, and topic heatmaps), and an Agentic CRM purpose-built for IR. The architecture uses retrieval-augmented generation restricted to approved sources, with human-in-the-loop approval for outbound publishing, and is SOC 2 Type II certified with North American hosting.

The company's go-to-market is founder-led enterprise sales: a 30-minute working call with founders to review a prospect's latest filings, followed by a single fixed annual engagement covering the entire IR desk rather than per-seat SaaS. Pricing is positioned at "the price of one IR hire." The customer base of 45+ public companies is heavily concentrated in the mining and resources vertical (e.g., Taseko Mines, Osisko Development, Vizsla Silver, Contango Silver & Gold), with Navigator Gas as a notable maritime-sector exception. The platform reports handling 29K+ investor conversations, powering 3.5M+ investor-site visits, achieving 99% answer accuracy from approved sources, and delivering up to 16x website engagement lift within a month of deployment.

Monetization rests on annual subscription engagements plus fee-for-service extensions such as the $150K, 12-month Analytics Services Agreement signed with First Andes Silver in March 2026. The company has raised a single disclosed $400K seed round (September 2022, Capital Innovators and Forum Ventures) and operates with 1–10 employees, implying growth has been largely bootstrapped from customer revenue. The legal entity is domiciled in British Columbia, Canada.

Name

Orbiton

Legal name

Orbiton Financial, Inc.

Website

https://orbiton.app

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

1–10 employees

Short description

Orbiton provides an AI-native investor relations platform for public companies, primarily junior and mid-cap mining issuers, combining a 24/7 investor concierge, autonomous PR drafting and distribution, an Agentic CRM, and a unified InvestorOS dashboard, sold as a single annual engagement.

Ownership category

akta.pro rank

Product category

Investor Relations Software

NAICS

Advertising Agencies (541810)

SIC

Services-Advertising (7310)

akta.pro primary industry

Investor Relations (IR) & Capital Markets Communications (MPAAADAH)

akta.pro secondary industry

Investor Relations (IR) Services (BPAFADAC)

Keywords

• Investor relations software
• AI investor communications
• Public company IR platform
• Automated press release distribution
• Investor relations CRM

Headquarters

HQ city

San Francisco

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Annual Platform Subscription: Single annual engagement model covering the complete investor desk solution including concierge, automated PRs, Agentic CRM, and dashboard. Fixed annual price with no per-seat charges, usage tiers, or surprises. Customer meets for 30 minutes with founders to scope filings and IR surface before receiving a value-based proposal.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Orbiton sells an AI-native investor relations platform to public companies as a single fixed annual engagement. The platform combines an AI concierge (24/7 investor Q&A restricted to approved sources), an AI IR agent (press release drafting, deck updates, road show follow-up), an Agentic CRM with capital intent detection, and the InvestorOS dashboard, all delivered under SOC 2 Type II compliance with no per-seat pricing.

Product overview

Orbiton is an AI-native investor relations platform for public companies, sold as a complete annual engagement. The unified platform combines Orbiton IR Agent (autonomous AI that drafts releases, updates decks, and manages outreach), the Concierge (24/7 AI investor Q&A from approved sources), InvestorOS (centralized dashboard with analytics and warm lead tracking), and Agentic CRM (purpose-built IR contact management with capital intent detection). Supporting modules include Deck Editor, Website Editor, and Email Newsletter — all integrated under compliance controls with SOC 2 Type II certification, serving over $25B in market cap across 45+ public companies.

Differentiator

Problem solved

Functional benefit

Products and services

• Orbiton AI Investor Relations Platform
• Concierge AI-powered always-on investor relations associate embedded on a public company's website, answering investor questions 24/7 from a controlled knowledge layer of approved filings, MD&A, deck, and FAQs and routing high-intent capital conversations into the CRM.
• Orbiton IR Agent Autonomous AI agent that gathers source material, drafts press releases, prepares distribution, updates investor decks, keeps website versions in sync, and converts road show lists into tracked outreach with next-step follow-up.
• InvestorOS Dashboard Centralized dashboard displaying AI agent conversations, warm leads, topic heatmaps, reporting metrics, releases, and workflow management for the entire IR desk in real time.
• Agentic CRM for IR Purpose-built CRM for investor relations managing contacts, notes, sequences, and next steps, with capital intent detection that automatically routes warm leads for IR follow-up.

Quantifiable outcome

• $25B+ market cap under coverage
• +6 more outcomes

Named customers17 records

Segments2 records

Ideal customer profiles1 record

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability6 records

Feature7 records

Partnerships

One partnership is on record.

• First Andes SilverminorGTM or Marketing Partner · 16 March 2026First Andes Silver, a British Columbia mining company focused on its Santas Gloria silver property near Lima, Peru, entered into a 12-month Analytics Services Agreement with Orbiton for strategic advice, digital media, and marketing services. Orbiton will receive US$150,000 in fees under the agreement, with no performance bonuses, stock options, or other compensation. The term may be extended at First Andes Silver's discretion. The companies are arm's length parties with Orbiton holding no direct interest in First Andes Silver.

Scale indicators7 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Q4 Inc. Q4 Inc. is a leading IR software platform serving public companies with IR websites, capital markets intelligence, and investor communications tools — directly competing with Orbiton's integrated IR desk offering for the same small-mid cap public-company buyer.
• Notified: Notified (part of West Technology Group) provides a unified PR, IR, and social media platform for public companies, including press release distribution, IR websites, and earnings communication — closely overlapping with Orbiton's PR distribution and IR concierge functionality.
• Investis Digital: Investis Digital builds IR websites and digital communications solutions for public companies across global markets, directly comparable to Orbiton's website editor, deck publishing, and investor-engagement workflows.
• Issuer Direct Corporation: Issuer Direct provides shareholder communications, IR websites, disclosure management, and stock-transfer services to public companies — overlapping with Orbiton's IR communications, CRM, and publishing capabilities for similarly sized issuers.

Broad incumbents

• Donnelley Financial Solutions (DFIN): DFIN offers capital markets communications, transactional due diligence, and IR solutions at scale to public issuers and investment banks — a broader incumbent whose ActiveDisclosure and IR products compete for the same wallet share as Orbiton at larger-cap and more regulated issuers.
• Broadridge Financial Solutions: Broadridge is a large-scale investor communications and proxy services provider serving public companies, asset managers, and broker-dealers globally — competes as a broad incumbent in IR communications infrastructure and shareholder engagement.
• Toppan Merrill: Toppan Merrill provides SEC filing, capital markets communications, and IR solutions to public companies, offering overlapping disclosure-management and IR-website capabilities aimed at compliance-driven public-company buyers.
• Computershare: Computershare is a global leader in share registry, employee equity plans, and investor communications for public companies — a broad incumbent in the IR and shareholder-engagement ecosystem that competes on enterprise-wide issuer services.
• ICR (Investor Corporate Relations): ICR is a strategic communications and IR advisory firm serving public companies with disclosure, earnings preparation, and capital markets communications — an incumbent IR services provider that overlaps with Orbiton's communications workflows from a services rather than SaaS angle.

Regional players

• Alliance Advisors: Alliance Advisors is an IR and proxy solicitation firm serving North American small-mid cap public companies — comparable customer profile to Orbiton's mining and resource issuer base with overlapping IR advisory and shareholder communications offerings.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orbiton