Orion Advisor Technology

Run your firm. We'll run the rails.

Orion Advisor Technology is an all-in-one wealthtech platform combining portfolio accounting, CRM (Redtail), trading, planning, compliance, client/advisor portals, and embedded AI (Denali AI).

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AdvisorLynx

TownSquare Capital

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Team+8 more

Arun Anur

Chief Operating Officer

Tim Holland

Chief Investment Officer

Ron Pruitt

President, Orion Wealth Management

Team

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Orion Advisor Technology