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iCapital vs Orion Advisor Tech

iCapital logo
iCapitalWealth Management Platforms
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
iCapital logo
iCapital
Wealth Management Platforms

Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale

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 isAlternative investment platform providing technology for advisors to access private markets products.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceiCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based.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 modelNot availableTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20131999
Team size501-1000 employees1001-5000 employees
HeadquartersNew York, NYOmaha, NE

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