Orion is a wealthtech leader delivering an integrated suite of fully connected innovative technology and investment solutions on an open architecture platform. Orion’s highly flexible, connected wealthtech ecosystem meets advisors where they are. With relentless focus on client-centric innovation, Orion’s technology simplifies complex workflows, drives personalization at scale, and seamlessly integrates with advisors’ existing tech stacks.

Combined, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO empower firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and track progress toward investor’s unique definition of financial success.