Orion

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Orion company description

Orion is a leading AI-native wealthtech company transforming the advisor experience through connected technology, intelligent automation, and investment solutions built for growth. Our integrated platform helps financial advisors attract and retain clients, connect financial planning to investment strategy, streamline operations, and deliver personalized investor experiences at scale. With AI embedded directly into advisor workflows, Orion empowers firms to work smarter, move faster, and focus more time on clients. Built on an open architecture foundation, Orion delivers the flexibility advisors need through a fully connected ecosystem spanning portfolio management, financial planning, CRM, trading, reporting, compliance, and investment solutions. Orion’s connected brands — Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital, Redtail Technology, and Orion OCIO— create a comprehensive wealthtech offering that helps firms increase efficiency, strengthen client relationships, and accelerate growth. Supporting more than 8.3 million technology accounts and thousands of independent advisory firms, Orion is helping shape the future of wealth management as a leading-edge technology company and trusted partner to growth-focused advisors. • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7