Company Information

Get to know omni advisor solutions

Orion Advisor Solutions is a prominent provider of technology and investment solutions for fiduciary financial advisors. The company's mission is to empower advisors to grow their businesses, improve client experiences, and achieve operational efficiency. Founded on the principle of serving independent advisors, Orion has grown significantly through both organic development and strategic acquisitions (including Brinker Capital and HiddenLevers). Its core offering is a fully integrated wealthtech platform that includes financial planning, portfolio management, client relationship management (CRM), compliance tools, and a white-labeled client portal, complemented by Turnkey Asset Management Program (TAMP) services.

Industry

Technology White Label PlatformPRIMARY
Financial Other Service

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omni advisor solutions

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.