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Orion

3 known investors

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Orion provides a digital investment portal that enables financial advisors and wealth management firms to access and deploy vetted strategist models for equities, fixed income, and alternatives across client portfolios at scale. The platform offers customization tools, research on strategists, and automated rebalancing capabilities while maintaining advisor control over investment decisions.

AI & Machine LearningFintechSaaS

Investors · 3

Norwest Venture PartnersreportedMenlo Park · $10M – $30M

How we know: funding news · Not right? Tell us

PICO Venture PartnersreportedJerusalem · $600K – $54M

How we know: funding news · Not right? Tell us

Funding

SEC filings, press & company announcements

$3.5M disclosed across 1 of 4 rounds · 2025–2026

Source: company announcements and press reports — follow each round's link for the claim.

Frequently asked questions

What does Orion do?
Orion provides a digital investment portal that enables financial advisors and wealth management firms to access and deploy vetted strategist models for equities, fixed income, and alternatives across client portfolios at scale. The platform offers customization tools, research on strategists, and automated rebalancing capabilities while maintaining advisor control over investment decisions.
Who are Orion's investors?
Orion's investors include Genstar, Norwest Venture Partners, PICO Venture Partners.
How much funding has Orion raised?
Orion has disclosed $3.5M raised across 1 of its 4 known rounds.