Founded in 1999, Orion Advisor Technology has grown into a premier provider of a tech-enabled fiduciary framework for financial advisors. The company's mission is to empower advisors to grow their businesses, serve their clients, and enjoy a more fulfilling professional life. Through organic growth and strategic acquisitions (including Brinker Capital, HiddenLevers, and Redtail Technology), Orion has built a connected platform that integrates portfolio management, client relationship management (CRM), financial planning, and compliance tools to streamline advisor workflows and enhance the client experience.

Founded in

United States