Orion Advisor Tech

Q: Who are Orion Advisor Tech’s main competitors?

Orion Advisor Tech's main competitors are: Tamarac , Clearwater , Advent Software , Wealth Management

Financial Software · Nebraska, United States · 800 Employees

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Who is Orion Advisor Tech

Founded in 1999, Orion Advisor Tech is a portfolio accounting service provider for advisors. Their technology includes client experience tools, tax-intelligentrebalancing, efficient billing, integrated planning, and automated compliance monitoring. This company's headquarters is in Omaha, Nebraska.Read More

Headquarters:

17605 Wright St, Omaha, Nebraska, 68130, United States

Phone Number:

(402) 496-3513

Website:

www.orionadvisor.com

Revenue:

$412 Million

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SIC Code 73,737

NAICS Code 5112,511210

Top Competitors of Orion Advisor Tech

Tamarac

409

$65 Million

Clearwater

1,000

$255 Million

Advent Software

1,897

$130 Million

Wealth Management

1,752

$377 Million

Cambridge Investment Research

875

$217 Million

LUTZ

250

$46 Million

Orion Advisor Tech's Org Chart

Phone

Kelly Waltrich

Chief Marketing Officer

Phone

Orion Advisor Tech Company Metrics

Company Insights

Employee Growth Rate

Revenue

Quarter	Revenue
'21 - Q1	412450000
'21 - Q2	412450000

Acquisitions & Subsidiaries

Jul 03, 2018

TownSquare Capital

Dec 01, 2015

HiddenLevers

Feb 18, 2014

Advizr

Aug 22, 2012

Basiscode Compliance

Redtail Technology

Orion Portfolio Solutions

See More Acquisitions & Subsidiaries

Orion Advisor Tech's Tech Stack

Microsoft IIS

Microsoft

VMware vCenter Server

VMware

WooCommerce

Automattic

Windows Server 2012

Microsoft

See more technologies

Orion Advisor Tech News & Media

Financial Planning Software Market Next Big Thing : Envestnet, InStream Solutions, Advizr

Edison, NJ -- (SBWIRE) -- 05/24/2021 -- The Global Financial Planning Software Market study describes how the technology industry is evolving and how major and emerging players in the industry are responding to long term opportunities and short-term challenges they face. One major attraction about Financial Planning Software Industry is its growth rate. Many major technology players - including PIEtech, EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet,

Financial Forecasting Software Market Next Big Thing: Major Giants Advizr, CAMMS, Calumo, Xlerant

Edison, NJ -- (SBWIRE) -- 04/09/2021 -- Global Financial Forecasting Software Market by Player, Region, Type, Application and Sales Channel is latest research study released by HTF MI evaluating the market, highlighting opportunities, risk side analysis, and leveraged with strategic and tactical decision-making support (2021-2026). The study provides information on market trends and development, drivers, capacities, technologies, and on the changing investment structure of the Global Financial F

Financial Planning Software Market Next Big Thing: Major Giants CAMMS, Calumo, Xlerant, Advizr

Edison, NJ -- (SBWIRE) -- 04/09/2021 -- Global Financial Planning Software Market by Player, Region, Type, Application and Sales Channel is latest research study released by HTF MI evaluating the market, highlighting opportunities, risk side analysis, and leveraged with strategic and tactical decision-making support (2021-2026). The study provides information on market trends and development, drivers, capacities, technologies, and on the changing investment structure of the Global Financial Plan