Fundraising FoxOrion
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.
Investors · 3
How we know: funding news · Not right? Tell us
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
- Undisclosed amountSeries AFeb 2026Source ↗
- $3.5MraisedNov 2025 · 2 sourcesSource ↗
- Undisclosed amountSeedNov 2025Source ↗
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.