People-Powered Tech

Combining passion and knowledge
to ignite innovation.

Our Story Pioneers In Financial Tech,
Champions For Advisor Success

In 1999, when the hunt for a portfolio accounting system that could meet the needs of a growing RIA turned up empty, we made it our mission to develop the best portfolio management software on the market.

Today, that same passion is what drives our quest to innovate our platform, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.

Why We Exist Our Success Is Defined By Yours

Advisory Firms Served
In Assets Under Administration
3 Million
Accounts Managed
of the Top 100 independent broker dealers
of barron's top 6 firms
of firms have $1B+
of firms have $5B+

Our Culture Great Tech Starts With Great People

Our great people bring their best each day to help you make a difference in the lives of your clients.

“I’ve been in business for over 30 years and have not worked with a company who has been able to deliver on what they have said to the degree Orion has.”

-Ron Thompson, Smart Portfolios, LLC
team members and growing

“One of the many qualities that make Orion unique is the passion our team brings each day. I’ve never had the pleasure to work at a company more focused on our clients’ mission than here at Orion.”

-Meghan Richter, Director, Marketing & Communications
Glassdoor Rating (The highest amongst our competitors)

What We Value Innovation-Driven Excellence

 Orion’s mission is to enable fiduciary advisors to operationalize their vision for success. We do so by delivering best-in-class technology empowering advisors to innovate, disrupt, and win.


A promise to push the boundaries of what it means to add value through exceptional technology.


What we earn in our relationships by always aligning our actions with our promises.


The commitment we make to continuously develop our software, infrastructure, people and processes.


The standard we set for the tech we develop, support we provide and experiences we create.


What we demand of ourselves and each other in our work, attitudes, and support of our clients.

Awards & Accolades


Contact Us Enough About Our Business, Let’s Talk About Yours

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