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
3.9 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
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.

One Orion

Together, we accomplish our best work. This “All In” mentality means that each of us—no matter our role—is accountable to each other, our clients, partners and prospects and to the collective success of our organization and the advisors we serve.

Growth Focused

Growth is not an outcome—it’s a mindset. As individuals, teams, and an organization, we don’t believe in limits and push ourselves daily to help each other and our clients achieve new levels of success.

Client Obsessed

Our clients are at the core of everything we do. We place an intense focus on ensuring our advisors have the tools, resources and support they need to realize their unique vision for success.


True innovation can’t occur if you’re afraid to fail. We push boundaries, disrupt the status quo, and have the grit to relentlessly pursue transformative outcomes.

Entrepreneurial Spirit

We set the pace, we don’t chase it. If the solution our advisors need doesn’t exist, we build it ourselves. We pioneer possibilities to help our advisors grow and to evolve our business ahead of industry trends.

Awards & Accolades


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

Get in touch to share what your business looks like in a perfect world.