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Finary vs Orion Advisor Tech

Finary logo
FinaryWealth Management
$59/yearPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Finary logo
Finary
Wealth Management

Investir et gérer son patrimoine

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryWealth ManagementWealth Management Platforms
What it isWealth management platform with AI insights for tracking investments, real estate, and crypto portfolios.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published price$59/year
Finary publishes a free plan and annual paid tiers starting at EUR 54.99/year, shown as EUR 1.05/week. Plus is EUR 149.99/year and Pro is EUR 349.99/year; trial language on the pr…
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 modelTiered plansTiered plans
Free optionsFree plan · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20201999
Team size11-50 employees1001-5000 employees
HeadquartersParis, FranceOmaha, NE

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