Orion Securities

What Orion Securities does

Orion Securities (UAB FMĮ "Orion Securities") is a Vilnius-based, privately-held Lithuanian investment bank founded in 1993 that delivers a full-service financial platform across five core divisions: Investment Banking (M&A advisory, corporate finance, capital raising), Capital Markets (equity and bond trading and distribution), Private Banking and Wealth Management (HNW advisory, succession planning, family office services), Securities Services (share and bond accounting for more than 450 Lithuanian companies), and Depositary Services for asset managers.

The company monetizes through professional services fees (M&A advisory, bond issue organization), transaction fees (securities trading), recurring mandates (securities accounting, depositary, wealth management AUM-based fees), and carried interest from its venture capital sub-brand Orion Ventures, established in 2021 as an employee fund. Distribution is hybrid: enterprise field sales handle corporate finance and capital markets deals, while a self-service investor portal (portal.orion.lt, launched April 2025) and online KYC onboarding serve retail clients. The product suite also includes the W Invest members' club for women investors, the KŪB Orion Growth closed-end fund, and a new Investment Account product launched January 2025 to exploit Lithuanian tax-incentivised savings legislation.

Orion operates from headquarters in Vilnius and a regional office in Kaunas, targeting Lithuanian enterprises, Baltic retail investors, and select international corporate finance mandates accessed through the Pandea Global M&A network. Sub-brands Orion Wealth, Orion Ventures, and W Invest operate under the unified Orion Securities brand, with the venture arm holding ~10 portfolio positions across AI, biotech, aerospace, EV charging, telecom (eSIM), and vertical farming as of late 2024.

Name

Orion Securities

Legal name

UAB FMĮ "Orion Securities"

Website

https://orion.lt

Company type

Private

Founded year

1993

Operating status

Operating

Headcount range

11–50 employees

Short description

Orion Securities is a Vilnius-based, privately-held Lithuanian investment bank founded in 1993 offering M&A advisory, capital markets, private banking, wealth management, securities accounting, and depositary services to Lithuanian corporates, HNW individuals, retail investors, and Baltic startups via its Orion Ventures VC arm.

Ownership category

akta.pro rank

Product category

Investment Banking

NAICS

Investment Banking and Securities Intermediation (52315), Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)

akta.pro secondary industries

Capital Raising Advisory (Equity & Equity-Linked) (FSAEAGAC), Corporate Finance & Capital Advisory (BPAHADAB)

Keywords

• Investment banking services
• Wealth management
• Capital markets
• Securities accounting
• M&A advisory

Headquarters

HQ city

Vilnius

HQ country

Lithuania

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

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

Revenue model

1. Investment Banking / M&A Advisory: Fees from advising on mergers, acquisitions, company sales, and capital raising transactions. Orion acts as M&A consultant and issue organizer for corporate clients.
2. Capital Markets / Trading: Commissions and fees from stock and bond trading, investment portfolio management, and bond distribution services.
3. Wealth Management: Fees from managing personal assets and providing investment advice for high-net-worth individuals and family offices.
4. Securities Services / Accounting: Provides share and bond accounting services for Lithuanian companies, serving over 450 companies.
5. Depositary Services: Provides depositary services to asset management companies in Lithuania.

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core offering

Orion Securities is a Lithuanian investment bank delivering the widest range of financial services, including investment banking (M&A advisory, corporate finance, capital raising), capital markets (stock and bond trading, portfolio management), private banking and wealth management for high-net-worth individuals and family offices, securities accounting for over 450 Lithuanian companies, and depositary services for asset management firms.

Product overview

Orion Securities (UAB FMĮ Orion Securities) is a Lithuanian investment bank founded in 1993, offering a broad suite of financial services organised around core divisions: Investment Banking (M&A advisory, corporate finance, capital raising), Capital Markets (equity and bond investing and trading), Private Banking and Wealth Management (individualised asset management, family office, succession planning), Securities Services (share and bond accounting for over 450 Lithuanian companies), and Depositary Services (for Lithuanian asset managers). Its product portfolio also includes Orion Ventures (employee-run venture capital fund, established 2021, investing in early-stage Baltic and international startups), the W Invest women-investors club, bond distribution and capital-raising services for corporate issuers, KŪB Orion Growth (early-stage investment fund), the Enlight Research equity research programme, and a newly launched Investment Account service (2025 Lithuanian tax-incentivised savings vehicle). The Orion Ventures portfolio spans AI, space technology, telecom/eSIM, biotech, EV charging, and vertical farming sectors.

Differentiator

Problem solved

Functional benefit

Brands

• Orion Ventures: Venture capital fund established in 2021, investing in early-stage startups in Lithuania and abroad.
• W Invest
• Orion Wealth

Products and services

• Investment Banking Advisory services for corporate finance, M&A transactions, company sales and acquisitions, and capital raising for business development. Targeted at corporate and mid-to-large enterprises.
• Capital Markets Investment in stocks and bonds, investment portfolio management, and trading-related services including bond distribution for corporate clients.
• Private Banking Advisory on effective investment and personal asset management, financial market principles and risks, and investment portfolio formation for individual investors.
• Wealth Management Comprehensive personal and family wealth management including portfolio diversification, succession planning, philanthropy, and wealth structure strategy for high-net-worth individuals and family offices.
• Securities Services Share and bond accounting services for more than 450 Lithuanian companies, including equity accounting, bond registration, and share transfer transaction registration.
• Depositary Services Depositary services provided to asset management companies in Lithuania for oversight and safekeeping of client assets.
• Orion Ventures Employee venture capital fund investing in early-stage startups in Lithuania and internationally, leveraging over 30 years of corporate finance and investment experience to evaluate and support portfolio companies.
• Bond Distribution Services Issuing and distributing bonds for corporate clients, acting as issue organiser and distribution agent for corporate bond issuances.
• Investment Account A specialized account for investment and simplified accounting of financial instruments. Income reinvested through the account is not taxed until withdrawn, and dividends from account-funded shares are not double-taxed.
• KŪB Orion Growth A closed-end investment fund for early-stage companies, enabling smaller investors to join innovative investment opportunities alongside Orion Securities.

Named customers6 records

Segments5 records

Ideal customer profiles6 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor and core.

• Enlight ResearchminorStrategic or Co-development Partner · 1 January 2025Orion provides clients free access to Enlight Research quarterly company equity research updates through the investor self-service portal. This adds value to client offerings with premium market research.
• Pandea Global M&A NetworkcoreStrategic or Co-development Partner · 1 January 2020Orion Securities is a member of Pandea Global M&A network, providing exclusive access to foreign buyers and investors. This enables Lithuanian clients to access acquisitions in new geographies and consult with international advisors.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Others

• Practica Capital: Lithuanian venture capital fund with deep involvement in the local startup ecosystem. Comparable to Orion Ventures as a Baltic-focused VC player and a co-investment peer in the same deal flow that Orion's team sources through LitBan and CoInvest.
• Change Ventures: Baltic-focused early-stage venture capital fund backing startups across Lithuania, Latvia, and Estonia. Comparable to Orion Ventures as a regional VC competing for the same Lithuanian and Estonian startup deal flow.
• Iron Wolf Capital: Baltic venture capital firm investing in early-stage startups in Lithuania, Latvia, and Estonia. Comparable to Orion Ventures as a regional VC with similar ticket sizes and thematic exposure to deep tech and B2B software.

Broad incumbents

• SEB Bank (Baltic operations): Nordic universal bank with substantial Baltic operations spanning corporate banking, capital markets, and wealth management. Competes directly with Orion on Lithuanian bond distribution and M&A advisory but as a much larger, broader-portfolio incumbent rather than a focused boutique.
• Luminor Group: Baltic-focused universal bank formed from Nordea and DNB operations, active in Lithuanian corporate banking, capital markets, and advisory. Competes with Orion for mid-market corporate clients and bond mandates as a broader incumbent.
• Swedbank (Baltic operations): Major Nordic-Baltic bank providing corporate finance, capital markets, and private banking in Lithuania. Overlaps with Orion across IB and capital markets but with a significantly larger balance sheet and broader product set typical of a universal bank.

Direct peers

• LHV Group: Estonian-headquartered full-service financial group offering investment banking, brokerage, wealth management, and asset management to Baltic clients. Closest structural analogue to Orion's integrated service stack, operating in a neighbouring Baltic market with a comparable multi-product strategy.
• Suprema Securities: Lithuanian-headquartered securities brokerage offering trading, custody, and advisory services to local retail and institutional clients. Directly competes with Orion's capital markets, private banking, and securities services lines within the same Lithuanian market.
• Redgate Capital: Tallinn-based boutique M&A and corporate finance advisor focused on the Baltic mid-market. Closely comparable to Orion's corporate finance arm in terms of deal size focus, regional coverage, and advisory-only business model.

Regional players

• Walless (formerly Eversheds Sutherland Baltics): Baltic legal and corporate advisory firm with significant cross-border M&A and corporate finance capability across Lithuania, Latvia, and Estonia. Comparable to Orion as a regional mid-market advisory provider but rooted in legal services rather than pure-play IB.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCnN9WTwwjn1JKKvKlugXXSQ
• Facebookfacebook.com/669417113457174
• LinkedInlinkedin.com/company/orion-securities
• Xx.com/orionsecurities

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries2 records

Funding overview

Funding rounds

Investors

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

M&A

Investments1 record

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

Frequently asked questions about Orion Securities