Trust
Security & compliance
ISO 27001SOC 2
SLA uptime target: Not specified
Security review turnaround: Not specified
DPA available: Not specified
Wealth management technology platform for financial advisors with portfolio accounting.
Pricing
From $13,000 / yr
Founded
1999
Team size
1,001-5,000 employees
Headquarters
Omaha, NE
At a glance
Best for
Solo / freelancer, Startup (1-50), Small business (51-200), Mid-market (201-1,000), Enterprise (1,000+)
Pricing model
Tiered plans
Security
ISO 27001SOC 2
About Orion Advisor Tech
Orion Advisor Technology is a wealthtech platform for financial advisors, RIAs, and broker-dealers that unifies portfolio accounting, trading, financial planning, CRM (Redtail), compliance, client/advisor portals, and embedded AI. It helps advisory firms manage portfolios, report to clients, and run their practice from one connected system. It serves RIAs, banks, trust companies, and family offices.
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Tiered plans
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Solo / freelancerStartup (1-50)Small business (51-200)Mid-market (201-1,000)Enterprise (1,000+)
Buyer Fit & Positioning
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
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Orion Advisor Tech
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