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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 RIA 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 609 reference ratings
4.8/5.0 (609)

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

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

    Jamie Wilson Chief Operation Officer

  • "For anyone thinking about ways to increase their value, take the time to explore all the things Orion can do for your RIA. Whether it's wealth management, investment management, or …

    Verne Marble Director of Business Development
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12 Case Studies

  • IFG Advisory cuts advisor acceptance to 1% and stays exam-ready with Orion

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

    Samantha Pickering Director of Operations

  • Returning to the TAMP Space for Service, Expertise, and Better Client Protection

    Jonathan Illig Advisor
11 more case studies currently locked

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 1,946,161+ validated customer references including reviews, case studies, success stories, customer stories, testimonials and customer videos that will help you make better software purchasing decisions.