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InvestCloud vs Orion Advisor Tech

InvestCloud logo
InvestCloudWealth Management Platforms
CustomPublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
InvestCloud logo
InvestCloud
Wealth Management Platforms

A Smarter Financial Future Starts with People

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 isDigital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceCustom
InvestCloud sells its wealth-management technology to financial institutions through tailored enterprise agreements. No authoritative public numeric list price is available; prici…
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 modelCustom quoteTiered plans
Free optionsNo free plan · No free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20101999
Team size1001-5000 employees1001-5000 employees
HeadquartersWest Hollywood, CAOmaha, NE

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