Cubbie Conference December 10, 2026 in San Francisco Get tickets →

AdvisorEngine vs Orion Advisor Tech

AdvisorEngine logo
AdvisorEngineWealth Management Platforms
$69/user/monthPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
AdvisorEngine logo
AdvisorEngine
Wealth Management Platforms

Personal. Scientific. Beautiful.®

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryWealth Management PlatformsWealth Management Platforms
What it isWealth management technology platform with CRM, portfolio, and proposals.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published price$69/user/month
AdvisorEngine CRM is published at $69 per user per month, billed annually, with a three-user minimum. Broader platform pricing varies by firm size and selected features and is quo…
From $13,000 / yr
Orion sells modular "Stacks" for advisors with public starting prices: Foundation ~$13,000/yr, Essentials ~$18,000/yr, Advantage ~$28,000/yr. Final cost varies by AUM, users, and…
Pricing modelPer seatTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20141999
Team size201-500 employees1001-5000 employees
HeadquartersNew York, NYOmaha, NE

Buyers also compare

Hot in AI

Rising

CRM

Field Service Management

Project Management

Email Marketing

Cloud Hosting

Email Deliverability