Technology to Grow 
Your Billion Dollar Firm

The Industry’s Top Advisors 
partner with Orion. Why Not you?

687 Firms with over $1Billion in Assets Under Management. 25% of those firms work with Orion. 10% of those firms have over $5Billion in Assets Under Management”
687 Firms with 1 billion in AUM

*Data from Cerulli Associates’ Report

Interested In How Orion Can Help Meet Your Growing Technology Needs?

Download our Case Study to get a first-hand look at the framework we built for one of our billion-dollar clients.

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Why Orion is the Right Choice for Large and Growing Firms

We provide some of the largest firms in the industry with a framework to achieve success. Here’s why they chose Orion…


We provide solutions and design custom workflows that maximize productivity and minimize overhead while taking on new advisors and assets.


Our clients receive personalized concierge support 
and access to resources that guarantee they 
have an ongoing partner in Orion.

Accelerated Growth

Orion includes capabilities and services that support your firm’s M&A goals while empowering their advisors to grow organically.