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Orion Advisor Tech vs Wealth.com

Orion Advisor Tech logo
Orion Advisor TechWealth Management Platforms
From $13,000 / yrPublished price
Wealth.com logo
Wealth.comFinancial Planning and Analysis
Orion Advisor Tech logo
Orion Advisor Tech
Wealth Management Platforms

Run Your Firm. Not Your Tech Stack.

Wealth.com logo
Wealth.com
Financial Planning and Analysis

The Leading Estate & Tax Planning Software for Financial Advisors

Overview
CategoryWealth Management PlatformsFinancial Planning and Analysis
What it isWealth management technology platform for financial advisors with portfolio accounting.Estate planning platform for advisors and clients.
Pricing
Published priceFrom $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…
Not published
Pricing modelTiered plansCustom quote
Free optionsNo free plan · No free trialNo free plan
Deal on CubbieNone right nowNone right now
Company
Founded19992022
Team size1001-5000 employees51-200 employees
HeadquartersOmaha, NEAustin, TX

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