Orion Advisor Services Revenue and Competitors

Omaha, NE USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Orion Advisor Services's estimated annual revenue is currently $243.1M per year.(i)
  • Orion Advisor Services's estimated revenue per employee is $294,000

Employee Data

  • Orion Advisor Services has 827 Employees.(i)
  • Orion Advisor Services grew their employee count by 18% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$112.3M68030%$58.5MN/A
#2
$24.5M175-3%$54.3MN/A
Add Company

Orion was built by advisors, for advisors. The market didnt have a portfolio accounting service good enough for our sister company, a registered investment adviser, so we built the solution ourselves. We understand the frustrations you have to work through, because theyre ones we've experienced ourselves. So, we've come up with innovative, advanced solutions to problems you face every day. Like you, we arent content with what exists. We look ahead to uncover what's next.

keywords:Finance

N/A

Total Funding

827

Number of Employees

$243.1M

Revenue (est)

18%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Orion Advisor Services News

2022-04-19 - Schwab Integrates With Salesforce Financial Services Cloud

Schwab's announcement was made two days after Orion Advisor Solutions said it reached a deal to acquire Salesforce CRM rival Redtail Technology.

2022-04-17 - Orion Advisor Solutions Buys Redtail Technology

Orion Advisor Solutions is buying Redtail Technology, bringing together two technology firms whose software and services are widely used by...

2022-04-17 - Orion Advisor Solutions Acquires Redtail Technology | RIAIntel

In a statement, Orion founder and CEO Eric Clarke said the deal made his company's ecosystem of services even more attractive to advisors.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$394M858N/AN/A
#2
$173.6M8672%N/A
#3
$750M91310%N/A
#4
$321.3M9171%N/A
#5
$349.3M93727%N/A