Orion Advisor Technology

What Orion Advisor Technology does

Orion Advisor Technology is the technology arm of Orion Advisor Solutions, Inc., a privately held wealthtech company founded in 1999 and headquartered in Omaha, Nebraska. It operates an all-in-one wealth management platform serving registered investment advisors (RIAs), broker-dealers, banks and trusts, and family offices across the United States. Its customer base includes 17 of the top 20 Barron's RIAs and 8 of 9 Mega RIAs, and it holds the #1 market share in CRM, portfolio accounting, and all-in-one software categories according to the T3/Inside Information Advisor Software Survey 2026.

The platform is organized around twelve connected products spanning back-office operations (Portfolio Accounting, Trading, Compliance, Risk Intelligence), data and AI (Denali Data Layer, Denali AI, Strategic Insights), and client engagement (Redtail CRM, Client Portal, Advisor Portal, Planning, Summit Experience). The Denali Data Layer serves as the connective tissue that ingests and normalizes data from Orion, Redtail, custodians, and third-party sources without requiring firms to rebuild their existing tech stack. Denali AI overlays an enterprise intelligence layer that includes Report Assistant, Query Studio, Orion Service Bot, and assistants for proposal generation and billing, with a stated roadmap to converge these into a unified agentic AI offering. Orion is among the first portfolio accounting providers to earn ISO/IEC 42001 certification for AI management, and the platform integrates with more than 100 partners including Charles Schwab, Fidelity, BNY Mellon Pershing, BlackRock, eMoney, MoneyGuide, Morningstar, and Salesforce. The company also operates wholly owned subsidiaries Orion Portfolio Solutions (TAMP), TownSquare Capital (OCIO), and Redtail Technology (CRM).

Revenue is generated through a quote-based enterprise SaaS subscription model with annual billing, where pricing scales with firm size, product suite selection, and assets under management. Go-to-market combines a direct enterprise field sales motion targeting mega RIAs, broker-dealers, and family offices with an inside-sales motion for mid-market firms, supported by the annual Ascent conference in San Diego, content marketing, and partner channels. Headcount of 1,001–5,000 employees and the breadth of the customer and partner footprint suggest a mature, scaled wealthtech franchise with no disclosed external funding rounds.

Name

Orion Advisor Technology

Legal name

Orion Advisor Solutions, Inc.

Website

https://orionadvisortech.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Orion Advisor Technology operates an all-in-one wealthtech platform spanning portfolio accounting, CRM, trading, planning, compliance, risk, and AI for RIAs, broker-dealers, banks, trusts, and family offices across the U.S. Its Denali Data Layer and Denali AI unify twelve products, serving 17 of the top 20 Barron's RIAs and 8 of 9 Mega RIAs.

Ownership category

akta.pro rank

Product category

Wealth Management Technology Software

NAICS

Portfolio Management and Investment Advice (523940), Software Publishers (513210), Computer Systems Design and Related Services (54151)

SIC

Investment Advice (6282), Services-Prepackaged Software (7372), Services-Computer Integrated Systems Design (7373)

akta.pro primary industry

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)

akta.pro secondary industries

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Data, Analytics & AI Consulting (BPAHAEAF)

Keywords

• Wealth management software
• Portfolio accounting platform
• Financial advisor CRM
• RIA technology platform
• Compliance and trading software

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Platform Subscription: Subscription-based pricing model for the all-in-one wealthtech platform with twelve connected products including CRM, planning, portfolio accounting, trading, compliance, and AI. Products available individually or as integrated suite.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels7 records

Core offering

Orion Advisor Technology provides an all-in-one cloud-native wealthtech platform for financial advisory firms, combining portfolio accounting, CRM, trading, compliance, financial planning, risk intelligence, and AI-driven analytics into a unified system. The platform, powered by the proprietary Denali Data Layer and Denali AI, can be adopted as a full suite or purchased as individual products, and targets RIAs, broker-dealers, banks, trusts, and family offices.

Product overview

Orion Advisor Technology is an all-in-one wealthtech platform offering twelve connected products organized around how advisory firms operate. The platform combines Portfolio Accounting, Trading, Compliance, and Risk Intelligence (for back-office and operations); Denali Data Layer, Denali AI, and Strategic Insights (for data and AI); and Redtail CRM, Client Portal, Advisor Portal, Planning, and Summit Experience (for client relationships). Each product can be used independently or as a full suite, with connected workflows across all twelve products powered by the Denali Data Layer and Denali AI intelligence layer.

Differentiator

Problem solved

Functional benefit

Brands

• Denali AI: Enterprise AI layer for financial advisors that connects data, workflows, and insights across CRM, planning, portfolio management, trading, reporting, and risk into a unified intelligence layer.
• Denali Data Layer
• Redtail CRM

Products and services

• Portfolio Accounting Billing, reporting, and performance at scale. Handles back-office portfolio accounting infrastructure for financial advisory firms with industry-leading 99% reconciliation rate before market open.
• Trading Tax-intelligent trading at scale with integrated order management and trading infrastructure for advisory firms.
• Compliance Compliance monitoring and regulatory support tools enabling firms to become exam-ready with ease.
• Risk Intelligence Risk analysis and portfolio risk assessment tools enabling advisors to understand risk and uncover opportunity.
• Denali Data Layer A wealth-tech-optimized data engine that ingests and normalizes data from Orion, Redtail, custodians, third-party CRMs, and other sources, powering Summit Experience, Strategic Insights, and Denali AI.
• Denali AI Enterprise AI layer that connects data, workflows, and insights across CRM, planning, portfolio management, trading, reporting, and risk into a unified intelligence layer. Includes Report Assistant, Query Studio, Orion Service Bot, and assistants for proposal generation and billing.
• Strategic Insights Analytics and business intelligence tools that transform key data into growth insights for advisory firms.
• Redtail CRM The industry's most-adopted advisor CRM, a web-based Client Relationship Management solution purpose-built for wealth management workflows, used independently or fully integrated with Orion's planning, portfolio accounting, trading, and compliance products.
• Client Portal Client-facing portal providing real-time transparency with access to portfolio data, reports, and communications.
• Advisor Portal Unified advisor interface providing one platform for the full wealth process, consolidating advisor workflows.
• Planning Financial planning tools that link client objectives to portfolio performance.
• Summit Experience Premium client engagement and firm experience capabilities powered by the Denali Data Layer.

Quantifiable outcome

• 40% faster organic growth compared to non-Orion firms (2025)
• +4 more outcomes

Named customers3 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability6 records

Feature13 records

Partnerships

Twelve partnerships are on record, tiered strategic and core.

• DataDasher AIstrategicTechnology or Integration · 6 November 2025DataDasher AI partnered with Orion to develop an integrated AI workflow platform for financial advisors that connects Orion's portfolio data and Redtail's CRM. The platform aims to reduce administrative work, improve compliance, and enhance client engagement through real-time data access and automation.
• ZocksstrategicTechnology or Integration · 4 September 2025Orion Advisor Technology and Zocks announced a bidirectional integration enabling AI-powered access to portfolio data during advisor-client communications.
• BlackRockcoreTechnology or IntegrationOrion's integration with BlackRock's Advisor Center provides advisors with digital tools to facilitate strategic portfolio decisions, fuel client relationships, and grow business. Integration includes Single Sign-On capability.
• BNY Mellon PershingcoreTechnology or IntegrationOrion receives daily data files from BNY Mellon Pershing. The integration supports integrated trade file capabilities as well as advisory fee billing files. Pershing is the industry's largest provider of clearing and settlement solutions.
• eMoneycoreTechnology or IntegrationeMoney pulls account balance and performance data to aid financial planning. Orion reports can be run on demand inside eMoney and Orion statements can be viewed inside the eMoney vault for additional efficiencies.
• Fidelity Clearing and Custody SolutionscoreTechnology or IntegrationOrion and Fidelity integrate to offer digital account opening workflow, SSO to Wealthscape, tiles on Orion's Insight presentation tool, and advanced trade file capabilities.
• MoneyGuidecoreTechnology or IntegrationOrion integrates with MoneyGuide by pushing Household/Account level data for use in financial plans. Orion pulls back Financial Plan report elements including Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information into Report Builder, Insight, and Client Portal Apps.
• MorningstarcoreTechnology or IntegrationMorningstar ByAllAccounts provides financial account aggregation from over 15,000 different financial institutions. Orion uses this aggregated data to drive performance reporting and holistic reporting for advisors.
• SalesforcecoreTechnology or IntegrationOrion and Salesforce utilize a two-way sync so data is accurate in both apps. Firms can maintain portfolio data, open new accounts, and see all portfolio data down to individual transactions inside Salesforce, or use single sign-on to open appropriate client and action in Orion.
• Charles SchwabcoreTechnology or IntegrationOrion integrates with Charles Schwab to provide single sign-on to the Charles Schwab Advisor Center, real-time data from OpenView Gateway in Insight dashboard, and seamless digital account opening sending new account information, change of address, and service requests from Orion to Schwab.
• Redtail TechnologycoreTechnology or IntegrationRedtail CRM is Orion's proprietary CRM solution. Access Orion data directly from Redtail including new accounts updated daily and two-way data sync for contact records. Redtail features key Orion features including Insight, Eclipse Trading widget, Orion Reports, and ability to send contacts directly into Orion's New Account Center.
• AnthropiccoreTechnology or IntegrationOrion expanded its Anthropic relationship to incorporate new Claude AI plug-ins into its wealth management technology suite. This builds on existing AI partnership to bring advanced AI capabilities to Orion's platform.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Envestnet: Long-standing wealthtech platform offering portfolio management, reporting, trading, and TAMP services to RIAs and advisors. Closest direct competitor to Orion's all-in-one positioning, with overlapping product breadth and customer segments.
• SS&C Advent (Black Diamond): Provider of portfolio accounting, reporting, and rebalancing tools (Black Diamond) widely used by RIAs. Directly competes with Orion's portfolio accounting and reporting offerings for the same advisor base.
• Addepar: Wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics, reporting, and data aggregation. Competes with Orion for enterprise and Mega RIA accounts.
• Morningstar Advisor Workstation: Advisor-facing workstation providing portfolio analytics, research, planning, and reporting. Overlaps with Orion's portfolio management, planning, and reporting products for the same RIA buyers.
• eMoney Advisor (Fidelity Investments): Financial planning and CRM-adjacent platform widely used by RIAs; tightly integrated with Orion via data flows but also competes for planning and client-engagement workloads at advisor firms.

Broad incumbents

• Schwab Advisor Center: Custodian-owned platform providing account opening, data, and workflows to advisors on Schwab custody. Competes with Orion at the integration/workflow layer and could substitute for third-party tech if deepened.
• Fidelity Wealthscape: Fidelity's custodian-side platform for advisors on Fidelity custody, offering account opening, data, and trading workflows. Direct substitute risk for Orion at Fidelity-custodied firms.
• Salesforce Financial Services Cloud: Enterprise CRM with a financial services vertical; integrates bidirectionally with Orion but also serves as a broad incumbent CRM option for larger advisory firms considering alternatives to Redtail.

Emerging players

• Wealthbox: CRM purpose-built for financial advisors with integrations into Orion and other wealthtech stacks. Emerges as an alternative to Orion's Redtail CRM at smaller and mid-market RIAs.
• Advyzon: All-in-one wealthtech platform aimed at smaller and mid-sized RIAs combining CRM, portfolio accounting, reporting, and client portal. Competes with Orion's bundle at the lower end of the RIA market.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/orion-advisor-solutions
• Xx.com/orionadvisor
• Facebookfacebook.com/orionadvisor

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles4 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A2 records

Investments

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

Frequently asked questions about Orion Advisor Technology