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Indyfin vs Orion Advisor Tech

Indyfin logo
IndyfinFinancial Advisory Practice
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Indyfin logo
Indyfin
Financial Advisory Practice

Find a Financial Advisor you trust

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryFinancial Advisory PracticeWealth Management Platforms
What it isClient acquisition platform for financial advisors.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceNot publishedFrom $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 optionsNot availableNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20181999
Team size11-50 employees1001-5000 employees
HeadquartersDallas, TXOmaha, NE

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