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Orion

Read 7 Orion reviews and testimonials from customers, explore 12 case studies and customer success stories, and watch 1 customer videos to see why companies chose Orion as their Wealth Management Software

Orion is a wealthtech company delivering an integrated suite of connected investment and advisory technology solutions for financial advisors on an open architecture platform, including CRM and related workflow tools.

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  • 7 Testimonials View
  • 12 Case Studies View
  • 1 Customer Videos View
Customer Rating Review Score based on 704 reference ratings
4.8/5.0 (704)

7Testimonials

  • "Orion was the only solution that could offer the Krasney team the type of integrated software approach it desired."

    Eugene Yashin Chief Investment Officer of Equities

  • "They’ve done a brilliant job of not only building this platform, but continuing to improve it. I can see how they’ve pivoted in different areas, and that they understand exactly …

    Ed Gjertsen Founder

  • "The efficiencies Orion has created for us have been a game-changer for our growth."

    Jamie Wilson Chief Operation Officer
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12 Case Studies

  • Credent Wealth Management doubles in size with Orion and DPL

  • Vincimus Capital cuts manual spreadsheet work with Orion Summit Experience

  • On Track with Stacks LongView Wealth Management Migrates To Orion Stacks

    Samantha Pickering Director of Operations
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1 Customer Videos

  • Private Advisor Group - Customer Success Story (Verne Marble - Director of Business Development)
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    Verne Marble Director of Business Development
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Additional Orion Information & Resources

Read Orion Reviews, Testimonials & Customer References from 7 real Orion customers.

Browse Orion Case Studies, Customer Success Stories, & Customer References from 12 businesses that use Orion.

Watch Orion Customer Videos to learn why 1 businesses chose Orion.

FeaturedCustomers has 2,123,473+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.