← Embedded Finance Index 2026

Orion

“Can a wealthtech platform consolidate every advisor workflow—reporting, CRM, compliance, planning, trading, and AI—into a single connected operating system for RIAs?”

Founded1999
HQOmaha, NE, United States
IndustryVertical SaaS / Wealth Management
The story

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.

Last 12 months
2025-05
2026-05
Product timeline
1999
Orion Advisor Solutions founded to provide portfolio reporting and billing technology for registered investment advisors (RIAs).· pivot
2021
Acquired Redtail Technology, a leading CRM provider for financial advisors, expanding the platform's advisor workflow capabilities.· acquisition
2022
Expanded compliance suite through BasisCode Compliance LLC (dba Orion Compliance) operating under the Orion umbrella.· pivot
2023
Launched Orion Advisor Technology and integrated Summit Wealth Systems, GxWorks (Orion Risk Intelligence), and Advizr (Orion Planning) as consolidated subsidiaries.· pivot
2024
Launched Orion AI Hub including Orion Denali AI and Orion Service Agent AI products, achieving ISO 42001 AIMS certification.· banking
The stack
2 layers disclosed in Orion’s embedded-finance stack
Payments / PSP
Clover
Banking / BaaS
in the full report
Accounting gap: none
1 more provider across 1 layer, with confidence-scored evidence and source URLs, are in the Embedded Finance Index report.