Orion Advisor Technology
Provider 
Founded 1999
Sells To Business
Pricing Model Subscription
Ownership —

Orion Advisor Technology is an all-in-one wealth technology platform for financial advisors.
Orion Advisor Technology combines portfolio accounting, CRM (Redtail), trading, compliance, risk intelligence, financial planning, and client and advisor portals into a unified platform. It serves RIAs, broker-dealers, banks, and family offices with tools to improve productivity, strengthen client relationships, and grow advisory businesses. The platform supports over $5.9 trillion in advisor-managed assets and integrates with more than 100 custodians and technology partners.
Key modules include portfolio accounting and reporting, client relationship management via Redtail, trading and rebalancing, compliance oversight, risk intelligence, financial planning, and a branded client portal. The platform also offers data orchestration and AI capabilities through recent acquisitions.
| Attribute | Orion Advisor Technology | Advisor Operating Platform | Direct Advisory Suite, Morningstar Direct | MoneyGuidePro | |
|---|---|---|---|---|---|
| Provider | |||||
| Founded | 1999 | 2025 | 1984 | 1999 | |
| Sells To | Business | B2B | Individuals, Institutional | Enterprise | |
| Pricing Model | Subscription | B2B Subscription | Subscription | — | |
| Ownership | — | Venture-backed private company | Public, Public-Private Partnership | — |
Provider 
Founded 1999
Sells To Business
Pricing Model Subscription
Ownership —
Provider 
Founded 2025
Sells To B2B
Pricing Model B2B Subscription
Ownership Venture-backed private company
Provider 
Founded 1984
Sells To Individuals, Institutional
Pricing Model Subscription
Ownership Public, Public-Private Partnership
Provider 
Founded 1999
Sells To Enterprise
Pricing Model —
Ownership —
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