Orion Advisor Solutions is a prominent provider of financial technology and investment solutions for fiduciary-minded financial advisors. Founded in 1999, the company aims to empower advisors by offering an integrated suite of tools for client relationship management (CRM), financial planning, portfolio accounting, trading, and investment management. Through organic growth and strategic acquisitions, such as Redtail Technology and Brinker Capital, Orion has built a comprehensive ecosystem to help advisors manage their business, enhance client relationships, and scale their operations efficiently.

Founded in

United States