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FP Transitions vs Orion Advisor Tech

People

FP TransitionsSuccession Planning

Orion Advisor TechWealth Management Platforms

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Price

Published entry price

$1,083.33+per month

Annual estimate10 people, entry price

$13,000+

Flat rate

Offer

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Overview

Focus

Succession Planning

Wealth Management Platforms

Product

Succession planning and M&A platform for financial advisors

Wealth management technology platform for financial advisors with portfolio accounting.

Website

Headquarters

Lake Oswego, Oregon

Omaha, Nebraska

Company size

51-200 employees

1,001-5,000 employees

Founded

1999

Pricing details

Plan

Published entry price

Published rate

$1,083.33+ / month

Billable seats

Flat rate

Pricing source

Source updated

Oct 29, 2026

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