Orion
1 known investors
Orion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices, combining portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and an enterprise AI layer (Denali AI). It also offers investment solutions including TAMP, OCIO, and custom indexing through its wealth management division.
AI & Machine LearningFintechSaaS
Investors Β· 1
Frequently asked questions
- What does Orion do?
- Orion is a wealthtech platform for financial advisors, RIAs, broker-dealers, banks, and family offices, combining portfolio accounting, CRM (Redtail), trading, planning, compliance, a client portal, and an enterprise AI layer (Denali AI). It also offers investment solutions including TAMP, OCIO, and custom indexing through its wealth management division.
- Who are Orion's investors?
- Orion's investors include Genstar.