HiddenLevers
HiddenLevers is a B2B SaaS portfolio stress testing platform for financial advisors, offering a correlations engine and macro-economic scenario toolkit. Founded 2009 in Decatur, Georgia, it was combined with Orion Advisor Technology in August 2022 and now operates as Orion Risk Intelligence.
- Company typePrivate
- Founded2009
- HeadquartersDecatur, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What HiddenLevers does
HiddenLevers is a B2B SaaS portfolio stress testing platform serving financial advisors. Founded in 2009 and headquartered in Decatur, Georgia, the platform provides a correlations engine and a macro-economic stress testing toolkit that allow advisors to model how portfolios behave under various economic scenarios, analyze asset correlations, and present hedging and tactical asset allocation decisions to clients in a fiduciary-appropriate format. The product addresses both portfolio management needs (risk monitoring, stress testing) and client-facing needs (risk explanation, expectation management).
The business operated on a sales-led, subscription-based SaaS model targeting financial advisors as its primary persona, with horizontal segmentation across the RIA channel. Pricing was not publicly disclosed and the pricing page is now offline, consistent with a quote-based sales motion to mid-market advisor firms. In August 2022, HiddenLevers was combined with Orion Advisor Technology and rebranded as Orion Risk Intelligence, becoming a product line within Orion's broader advisory technology suite. Founder Praveen Ghanta (founder, CEO) is the only named leader in the data, and the company has no disclosed funding rounds, patents, AI/ML capabilities, API, or third-party integrations.
HiddenLevers firmographics
Firmographics- Name
- HiddenLevers
- Legal name
- HiddenLevers
- Website
- https://hiddenlevers.com
- Company type
- Private
- Founded year
- 2009
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- HiddenLevers is a B2B SaaS portfolio stress testing platform for financial advisors, offering a correlations engine and macro-economic scenario toolkit. Founded 2009 in Decatur, Georgia, it was combined with Orion Advisor Technology in August 2022 and now operates as Orion Risk Intelligence.
- Ownership category
- akta.pro rank
HiddenLevers industry classification
Industry- Product category
- Wealth Management Risk Analytics Software
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Prudential & Market Risk Management (VaR, Stress, Limits) (FSACAJAF)
- akta.pro secondary industry
- Risk Analytics, Portfolio Monitoring & Early-Warning (Consumer Credit) (FSAKAKAH)
Keywords
Where HiddenLevers is headquartered
LocationHeadquarters
- HQ city
- Decatur
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
HiddenLevers business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- SaaS Subscription: HiddenLevers operates as a subscription-based platform for financial advisors, providing portfolio stress testing and risk management tools. The platform appears to offer tiered plans based on features and usage.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels2 records
HiddenLevers product offering
Product offeringCore offering
HiddenLevers provides a SaaS portfolio stress testing platform for financial advisors. The platform combines a correlations engine with a stress testing toolkit of macro-economic scenarios, enabling advisors to monitor portfolio risk, test holdings against multiple economic outcomes, and present risk and hedging strategies to clients in a fiduciary-appropriate format.
Product overview
HiddenLevers operates as a unified portfolio stress testing platform that has been rebranded to Orion Risk Intelligence. The single integrated platform includes a correlations engine, stress testing toolkit with macro themes for scenario analysis, risk monitoring capabilities, and client-facing presentation tools. The product enables advisors to manage both portfolio management needs (risk monitoring, stress testing) and fiduciary needs (client-friendly risk explanation and presentation).
Differentiator
Problem solved
Functional benefit
Products and services
- HiddenLevers (Orion Risk Intelligence) Portfolio Stress Testing Platform SaaS portfolio stress testing platform for financial advisors that combines a correlations engine, a stress testing toolkit with macro-economic scenarios, and an intuitive UI for monitoring portfolio risk and presenting hedging strategies and risk analyses to clients.
Companies that use HiddenLevers
Customer profileSegments1 record
Ideal customer profiles1 record
HiddenLevers technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
HiddenLevers partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Orion Advisor TechnologycoreHiddenLevers has been rebranded as Orion Risk Intelligence, now part of the Orion Advisor Technology platform. This represents a significant integration combining portfolio stress testing capabilities with Orion's broader advisory technology suite. The acquisition was announced in August 2022 with compliance code 1457-OAT-8/12/2022.
Recent moves3 records
Expansion highlights3 records
HiddenLevers competitors and assessment
Company assessmentDirect peers
- Nitrogen (formerly Riskalyze): Nitrogen is the most direct competitor to HiddenLevers in the financial advisor risk analytics space, offering risk tolerance scoring, stress testing, and portfolio analytics tailored for RIAs. Both platforms target the same advisor persona with risk visualization and client-facing presentation tools, making them head-to-head substitutes.
- MacroRisk Analytics: MacroRisk Analytics specializes in macro-economic scenario analysis and portfolio stress testing. It is directly comparable to HiddenLevers' stress testing toolkit and correlations engine, with both products emphasizing macro-themed scenario modeling for investment portfolios.
- Kwanti: Kwanti provides portfolio analytics, stress testing, and proposal generation tools for financial advisors. It overlaps with HiddenLevers on portfolio risk analysis and advisor-client communication, serving a similar RIA customer base with subscription-based SaaS.
Broad incumbents
- FactSet: FactSet is an enterprise incumbent offering portfolio analytics, risk management, and stress testing capabilities to financial professionals. It is a much larger alternative to HiddenLevers' functionality, primarily serving institutional and large wealth management clients.
- Morningstar Advisor Workstation: Morningstar is a broad incumbent in investment research, data, and advisor-facing analytics. Its Advisor Workstation includes risk analytics and portfolio analysis tools that overlap with HiddenLevers' functionality, though at much wider scope and scale.
- Addepar: Addepar is a wealth management technology platform serving advisors and family offices with portfolio analytics, reporting, and risk visualization. It competes with the broader Orion platform and overlaps with HiddenLevers' portfolio risk and client presentation capabilities at a higher price tier.
- MSCI RiskMetrics: MSCI provides enterprise risk analytics, including VaR, stress testing, and scenario analysis, primarily for institutional investors. It represents a much larger incumbent alternative to HiddenLevers' stress testing capabilities, though at a different price point and scale.
- Orion Advisor Technology: Orion is the parent platform that acquired HiddenLevers and now offers the product as Orion Risk Intelligence. As a comprehensive wealthtech platform, Orion provides portfolio management, rebalancing, reporting, and risk intelligence, making it both the owner and a broader platform peer.
- Envestnet Wealth Platforms: Envestnet is a broad wealth management technology platform offering portfolio management, risk analytics, and advisor tools. It overlaps with HiddenLevers at the portfolio risk and advisor workflow level, and is often the incumbent platform competing with Orion for RIA relationships.
Emerging players
- YCharts: YCharts provides investment research, screening, and portfolio analytics tools to financial advisors. While broader than HiddenLevers' stress testing focus, it serves the same advisor persona with analytical tooling and is often used alongside or as an alternative for client-facing investment communication.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
HiddenLevers social profiles
Digital presenceHiddenLevers financial estimates
Financial estimateRevenue estimate
Valuation estimate
HiddenLevers leadership team
Management profileNumber of profiles
Profiles1 record
HiddenLevers funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
HiddenLevers M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about HiddenLevers
What does HiddenLevers do?
HiddenLevers provides a SaaS portfolio stress testing platform for financial advisors. The platform combines a correlations engine with a stress testing toolkit of macro-economic scenarios, enabling advisors to monitor portfolio risk, test holdings against multiple economic outcomes, and present risk and hedging strategies to clients in a fiduciary-appropriate format.
Is HiddenLevers a public or private company?
HiddenLevers is a private company. It is classified as corporate owned and is currently operating.
When was HiddenLevers founded?
HiddenLevers was founded in 2009. It employs 11 to 50 people.
Where is HiddenLevers based?
HiddenLevers is headquartered in Decatur, United States, in the North America region.
How does HiddenLevers make money?
One revenue line is on record: saaS Subscription.
Who are HiddenLevers's main competitors?
Direct peers on record are Nitrogen (formerly Riskalyze), MacroRisk Analytics and Kwanti. Broad incumbents are FactSet, Morningstar Advisor Workstation, Addepar, MSCI RiskMetrics, Orion Advisor Technology and Envestnet Wealth Platforms. YCharts is listed as an emerging player.
Does HiddenLevers have an API?
No public API is recorded for HiddenLevers.
What industry is HiddenLevers in?
HiddenLevers's product category is Wealth Management Risk Analytics Software. Its primary akta.pro industry code is FSACAJAF, Prudential & Market Risk Management (VaR, Stress, Limits), with a secondary code of FSAKAKAH, Risk Analytics, Portfolio Monitoring & Early-Warning (Consumer Credit). Its NAICS code is 523940 and its SIC code is 6282.