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Visit WebsiteDriving Firm Growth with Superior Service and Streamlined Operations
Altfest Personal Wealth Management
Dave Kaplan
PMP and Operations Manager
Orion Advisor Tech
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for their sister company, a registered investment adviser, so they built the solution theirselves. They understand the frustrations you have to work through, because they’re ones they’ve experienced theirselves. So, they’ve come up with innovative, advanced solutions to problems you face every day. Like you, they aren’t content with what exists. They look ahead to uncover what’s next. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Case Studies
Showing 20 Orion Advisor Tech Customer Success Stories
Offering a Scalable and Efficient Platform for a Billion Dollar Firm
BAM Advisor Services
Adam Birenbaum
Chief Executive Officer
Keep Clients Focused on What Matters With an Integrated Client Portal and Financial Planning
Cumrine & Co.
Joshua Cumrine
President
Breaking Away, Going Independent And What We Would Tell Advisors Following the Same Path
DeDora Capital, Inc.
Paul DeDora
President & Chief Investment Officer
How Technology Helps Dynamic Wealth Advisors Build a Virtual Business
Dynamic Wealth Advisors
Jim Cannon
founder and Chief exective officer
Empowering Breakaway Advisors to Define Their Future
Engage Wealth Group, LLC
Ed Gjertsen
Founder
How Jason Wenk Utilizes Orion to Launch Revolutionary Products
FormulaFolios
Jason Wenk
founder
How Orion Offers a Better Client Experience– and You Can Too
Glia
Dan Michaeli
Chief executive officer and Co-founder
A Scalable and Flexible Platform to Enable Growth of a New Firm
Hemington Wealth Management
Ryon Beyer
Co-Founder and Principal
Streamlining and Scaling the Investment Management Process
Kraft Financial, LLC
Kathy Kraft
owner and founder
How Krasney Financial Uses Technology As Its Hub For Growth
Krasney Financial
Eugene Yashin
Chief Investment Officer of Equities
How Intelligent Aggregation Provides A Comprehensive Wealth Report
Lutz Financial Services, LLC
Justin Vossen
CFP, Partner
How One Advisor Integrated Salesforce and Orion Advisor Tech (”Orion”) To Increase Staff Productivity
McLean Asset Management Corporation
Brian Hyun
Managing Director
How Pinnacle Advisory Group Uses Orion’s Trends App To Bring Sanity To The Workplace
Pinnacle Advisory Group
Jose Arevalo
Junior Quantitative Analyst
Scalable Portfolio Solutions That Empower Socially Responsible Investing
Robasciotti & Philipson
Rachel J. Robasciotti
co-founder
The Independent Mindset Putting Client Needs First through Technology
Sargent Investment Group
Brian McGregor
Sargent Investment Group
SCF Leverages Orion For Massive Growth
SCF Investment Advisors, Inc
How Integrated Technology Enables Broker-Dealer Growth
Silver Oak Securities
Billy Hopkins
owner
How StratWealth is Turning Heads by Switching to Orion
StratWealth
Jim DeCarlo
Chief Executive Officer
How a Leading Broker-Dealer Services Its Many Types of Advisors with Orion
Williams Financial Group, Inc.
Greg Beltzer
IT Director
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