“Can a wealthtech platform consolidate every advisor workflow—reporting, CRM, compliance, planning, trading, and AI—into a single connected operating system for RIAs?”
Founded in 1999 as a portfolio reporting and billing technology provider for RIAs, Orion evolved into an all-in-one advisor platform encompassing reporting, billing, trading, compliance, business intelligence, and financial planning. Through a series of acquisitions—including Redtail Technology (CRM), Summit Wealth Systems, Advizr (planning), BasisCode Compliance, and GxWorks (risk intelligence)—Orion repositioned itself as a 'most-in-one' wealthtech operating system for advisory firms. Its most recent strategic move is a push into AI-driven advisor tools, including Denali AI and Service Agent, signaling a bet on AI differentiation within the wealth management vertical.
Orion discloses fiserv as its banking provider, according to the Embedded Finance Index 2026.
Orion does not disclose a bank charter of its own; its banking services are provided through fiserv.
Orion processes payments through Clover.
The Embedded Finance Index 2026 maps 2 layers in Orion's stack: Payments / PSP (Clover); Banking / BaaS (fiserv).
Orion is founded in 1999 and headquartered in Omaha, NE, United States.
Get a read on where your own stack stands against Orion and the rest of its category — what they built versus bought, which providers they use, and where the gaps in your own strategy and competitive set actually are.