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Orion is a financial technology company that provides wealth management solutions to financial advisors and institutions. They offer a suite of products and services designed to help advisors grow their business, improve client experience, and operate more efficiently. Their offerings include portfolio accounting, CRM, trading, risk intelligence, compliance, financial planning, and more.
Major Markets
Key Competitors
Comprehensive suite of integrated wealth management solutions.
Strong industry reputation and established customer base.
Focus on innovation and technology advancements.
Pricing structure might be complex for smaller advisory firms.
Integration with non-Orion systems could pose challenges.
Dependence on third-party integrations for certain functionalities.
Expand into niche markets like ESG investing or digital asset management.
Offer more AI-driven analytics and personalized advice tools.
Grow internationally by targeting underserved wealth management markets.
Competition from established fintech companies and new entrants.
Evolving regulatory landscape and compliance requirements.
Cybersecurity threats and data privacy concerns.
Orion operates in the fintech industry, specifically within the wealth management and wealthtech sectors. They provide technology solutions and services to financial advisors, wealth managers, and institutions. Their solutions encompass portfolio accounting, customer relationship management, trading, risk analysis, compliance, financial planning, and other related services.
Orion's primary market is the US, followed by Canada and the UK. There's also potential in Australia and Germany for wealth management solutions.
United States
65% market share
Canada
10% market share
United Kingdom
7% market share
Australia
5% market share
Germany
3% market share
Orion's target audience is investment professionals and financial advisors. They offer a range of products and services designed to help these professionals manage their clients' assets, including portfolio accounting, CRM, trading, risk intelligence, compliance, financial planning, and more.
Data shown in percentage (%) of usage across platforms
Develop valuable content like white papers, webinars, and blog posts focusing on financial advisor pain points and how Orion solutions solve them. This will establish Orion as a trusted source of information and attract potential customers.
Learn morePartner with complementary fintech companies and CRM providers like Redtail. This expands Orion's reach to new audiences and strengthens its value proposition by offering a seamless integrated solution.
Learn moreImplement a robust referral program rewarding existing customers for referring new advisors. Build a strong community of Orion users who actively recommend the platform, fostering organic growth and brand loyalty.
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