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Maybe vs Orion Advisor Tech

Maybe logo
MaybeWealth Management
FreePublished price
Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Maybe logo
Maybe
Wealth Management

Open source personal finance.

Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Overview
CategoryWealth ManagementWealth Management Platforms
What it isMaybe is an open-source personal finance and wealth management application that was initially a commercial product and pivoted to open source.Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
Published priceFree
A free or open-source offering is publicly available, but no authoritative current paid starting price was verified; paid or enterprise access is quote-based where offered.
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 · Free trialNo free plan · No free trial
Deal on CubbieNone right nowNone right now
Company
Founded20241999
Team size1-10 employees1001-5000 employees
HeadquartersOpen SourceOmaha, NE
Featured clientsPersonal finance enthusiastsNot available

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