Orion Advisor Technology
Founded Year
1999Stage
Private Equity | AliveAbout Orion Advisor Technology
Orion Advisor Technology specializes in providing comprehensive software solutions for financial advisors within the wealth management sector. The company offers a suite of products that facilitate portfolio accounting, client relationship management, and trading, as well as tools for risk assessment, regulatory compliance, and financial planning. Orion Advisor Technology was formerly known as Orion Advisor Services. It was founded in 1999 and is based in Omaha, Nebraska. Orion Advisor Technology operates as a subsidiary of Orion.
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Expert Collections containing Orion Advisor Technology
Expert Collections are analyst-curated lists that highlight the companies you need to know in the most important technology spaces.
Orion Advisor Technology is included in 2 Expert Collections, including Wealth Tech.
Wealth Tech
2,296 items
Companies and startups in this collection digitize & streamline the delivery of wealth management. Included: Startups that offer technology-enabled tools for active and passive wealth management for retail investors and advisors.
Fintech
9,295 items
Companies and startups in this collection provide technology to streamline, improve, and transform financial services, products, and operations for individuals and businesses.
Orion Advisor Technology Patents
Orion Advisor Technology has filed 1 patent.
The 3 most popular patent topics include:
- graphical control elements
- graphical user interface elements
- graphical user interface testing
Application Date | Grant Date | Title | Related Topics | Status |
|---|---|---|---|---|
5/18/2021 | 7/16/2024 | Graphical user interface elements, Graphical user interfaces, Graphical control elements, Graphical user interface testing, User interfaces | Grant |
Application Date | 5/18/2021 |
|---|---|
Grant Date | 7/16/2024 |
Title | |
Related Topics | Graphical user interface elements, Graphical user interfaces, Graphical control elements, Graphical user interface testing, User interfaces |
Status | Grant |
Latest Orion Advisor Technology News
Sep 16, 2024
Bengaluru, 16 September 2024 – Orion Mall, in partnership with Epic Quest Entertainment Pvt Ltd, has announced the installation of an innovative 360 Degree Super Immersive Dome Theatre at Orion Mall at Brigade Gateway. This state-of-the-art theatre will offer visitors an unparalleled cinematic experience. The 8-meter dome, spanning 1000 square feet across a 30×30-foot outdoor space and standing at 16.5 feet tall, boasts a world-class projection and speaker system for unparalleled visual and auditory experiences. With a capacity of up to 15 people per session, the theatre will screen a variety of captivating films, including classic titles like Aladdin – The Bachelor Party, Moby Dick – Friends to the Rescue, and Aztec- Historical Survival. Each show will have a duration of approximately 10 minutes, and the theatre will be open from 11 AM to 9 PM. “Orion Malls has always brought innovative experiences for our patrons through pioneering entertainment options and this initiative is bound to resonate with our visitors and we are positive that they will take home a captivating sensory experience. We believe that shopping should be more than just transactions; it should be an opportunity for families to relax and create lasting memories. The Super Reality Dome Theatre, will cater to all age groups, from fantasy and adventure to action, kids’ cartoons, and beyond.” said Sunil Munshi, Senior Vice President Retail, Brigade Group “We’re thrilled to bring our 360 Degree Super Immersive Dome Theatre to the vibrant Orion Mall. This unique space will not only elevate the entertainment landscape in Bengaluru but also create a captivating ambience that attracts footfall and adds a new dimension to the shopping experience. We are confident that this innovative theatre will captivate patrons at the mall and redefine their expectations of entertainment.” said Rakesh Anjanappa, Director, Epic Quest Entertainment Pvt Ltd Tickets for the Super Reality Dome Theatre range from Rs 200 on weekdays and Rs 300 on weekends and will be available at the mall.
Orion Advisor Technology Frequently Asked Questions (FAQ)
When was Orion Advisor Technology founded?
Orion Advisor Technology was founded in 1999.
Where is Orion Advisor Technology's headquarters?
Orion Advisor Technology's headquarters is located at 17605 Wright Street, Omaha.
What is Orion Advisor Technology's latest funding round?
Orion Advisor Technology's latest funding round is Private Equity.
Who are the investors of Orion Advisor Technology?
Investors of Orion Advisor Technology include TA Associates and Genstar Capital.
Who are Orion Advisor Technology's competitors?
Competitors of Orion Advisor Technology include BridgeFT, d1g1t, CircleBlack, Addepar, Vise and 7 more.
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Compare Orion Advisor Technology to Competitors
Addepar operates as a technology and data company specializing in investment management software for the financial services sector. The company offers a platform that aggregates portfolio, market, and client data to facilitate informed investment decisions and reporting. Addepar's solutions cater to wealth managers, family offices, private banks, and broker-dealers, providing tools for scenario modeling, financial forecasting, trade rebalancing, and billing and fee tracking. It was founded in 2009 and is based in Mountain View, California.
PureFacts is a company that specializes in revenue management solutions for the wealth and asset management industry. They offer a platform that enables firms to calculate, collect, distribute, incentivize, and optimize their revenues using an AI-enriched fees engine and incentive compensation application. The company's technology provides a single system of record for revenue management. It was founded in 2010 and is based in Toronto, Canada.
Orion focuses on providing technology-enabled solutions in the wealth management and financial advisory industry. The company offers a range of services including portfolio accounting, client relationship management, risk intelligence, compliance, financial planning, and wealth management. These services are designed to facilitate the entire wealth management process, from managing client relationships to understanding risk and opportunity. Orion was formerly known as NorthStar Financial Services Group. It was founded in 1999 and is based in Omaha, Nebraska.
InvestCloud focuses on transforming the financial industry's approach to digital, operating within the financial technology sector. The company offers a no-code software platform for digital and commerce enablement, providing cloud-native, multi-tenanted solutions that help banks, wealth managers, and asset managers overcome technology debt and meet the needs of their clients. The company primarily serves the financial industry. It was founded in 2010 and is based in West Hollywood, California.
FNZ Group focuses on wealth management in the financial sector. It offers a global wealth management platform that integrates technology with business and investment operations. The company primarily serves financial institutions and wealth managers. FNZ Group was founded in 2003 and is based in London, United Kingdom.
Canoe focuses on alternative investment technology, particularly on automating document and data workflows for the financial sector. The company offers cloud-based machine learning solutions for document collection, data extraction, and data science initiatives, transforming complex documents into actionable intelligence. Canoe primarily serves institutional investors, asset servicers, capital allocators, and wealth managers with its technology. It was founded in 2017 and is based in New York, New York.
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