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.

Founded in

United States