Orion Advisor Tech Revenue and Competitors

Omaha, NE USA

Location

N/A

Total Funding

Finance

Industry

Estimated Revenue & Valuation

  • Orion Advisor Tech's estimated annual revenue is currently $471.6M per year.(i)
  • Orion Advisor Tech's estimated revenue per employee is $294,000

Employee Data

  • Orion Advisor Tech has 1604 Employees.(i)
  • Orion Advisor Tech grew their employee count by 24% last year.

Orion Advisor Tech's People

NameTitleEmail/Phone
1
Senior Subject Matter Expert - Financial PlanningReveal Email/Phone
2
Online Training ConsultantReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$104.7M58828%$290M$1.5B
#2
$24.5M175-3%$54.3MN/A
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What Is Orion Advisor Tech?

Orion was built by advisors, for advisors. The market didn’t 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 they’re ones we’ve experienced ourselves. So, we’ve come up with innovative, advanced solutions to problems you face every day. Like you, we aren’t content with what exists. We look ahead to uncover what’s next.

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Total Funding

1604

Number of Employees

$471.6M

Revenue (est)

24%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Orion Advisor Tech News

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

Orion Advisors Solutions, one of the largest turnkey asset management platforms that supports more than 2,300 advisory firms, has acquired...

2022-03-30 - Orion Launches the Orion Network, a New Digital Platform to ...

Orion is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$611.2M16176%N/A
#2
$503.9M16360%N/A
#3
$495.4M1966N/AN/A
#4
$708.8M2058N/AN/A
#5
$656M21303%N/A