A Commitment to

Innovation, Collaboration & Transformation


Orion is one of the firms within our industry well positioned to deliver the types of products and services that advisors will require in the years ahead.”

JOEL BRUCKENSTEIN – Technology Tools for Today


Fuse brings the best advisor technology developers together for one weekend every year to enhance collaboration and build new solutions for advisor problems.

Advisory Board

The Orion Advisory Board invites collaboration and mind-share between Orion’s advisors to help shape the future of Orion’s technology and our development roadmap.

Tech Labs

Orion Tech Labs are hosted at Orion’s headquarters, where advisors are invited to get to know their Support Team with one-on-one and specialized in-depth training

Awards & Recognition

Innovation Award

Innovation of the Year