Company Information

Get to know Orion Financial

Founded in 1999, Orion Advisor Solutions is a premier provider of transformative wealthtech solutions for fiduciary-minded financial advisors. The company's core mission is to empower the advisor-client journey by offering a comprehensive, integrated platform that covers client prospecting, financial planning, portfolio accounting, trading, and investment management. Through a series of strategic acquisitions, including Redtail Technology and Brinker Capital, Orion has built an end-to-end ecosystem designed to help advisors grow their businesses, streamline their operations, and deliver a superior client experience.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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Orion Financial

Brazil

Founded in

2022 (4 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

Security Information :

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.