Founded in 1999, Orion has grown into a major financial technology and services firm dedicated to empowering financial advisors. The company's core mission is to help advisors operationalize their vision for success by providing a comprehensive, integrated technology platform that covers the entire prospect-to-advocate journey. This includes client prospecting, portfolio management, compliance, billing, and reporting. While the specific legal entity "Orion Financial Group, Inc." is a registered broker-dealer, it operates under the unified public brand "Orion" (also known as Orion Advisor Solutions), which consolidates technology, investment management, and advisor services into a single ecosystem.

Founded in

United States