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.

Founded in

Brazil