Company profile: Orion
1.1 - Company Overview
Company description
- Provider of asset and investment management advisory services, including wealth management via Orion Portfolio Solutions, tax-efficient custom indexing, OCIO services through TownSquare Capital, portfolio accounting software, CRM for financial advisors, and an open API framework to integrate custodial platforms and enhance operations.
Products and services
- Portfolio Accounting Software: Orion builds enterprise-grade portfolio accounting software with a leading market share, delivering portfolio accounting capabilities for asset and investment management advisory firms
- Open API Framework: Orion architects a modular open API framework that integrates various custodial platforms and enhances business operations
- Custom Indexing: Orion develops custom-engineered indexing that allows tax-efficient, personalized portfolio management at scale for advisory firms
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Orion
TreasurySpring
HQ: United Kingdom
Website
- Description: Provider of a regulated digital cash investment platform for corporations, financial institutions, and other entities with excess cash, offering Fixed-Term Funds (FTFs) in multiple currencies and terms with exposure to government, bank, and corporate debt, plus secured deposits and government assets, single digital onboarding, digital KYC to start investing within 48 hours, and customizable investment guidelines and approvals.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Livevol Securities
HQ: United States
Website
- Description: Provider of options brokerage services and access to Livevol X, a premier options execution platform offering an all-in-one solution for execution, real-time analytics, and portfolio risk management across equities and options markets, with an integrated suite of tools, scans, and algorithms.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Livevol Securities company profile →
Portfolio
HQ: United Kingdom
Website
- Description: Provider of a property investment app.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Portfolio company profile →
AltExchange
HQ: United States
Website
- Description: Provider of an alternative investment reporting and management platform for investors, advisors, and tax consultants, offering AdvisorVue to aggregate portfolios, standardize data, and automate reporting; a Digital Custodian Platform for asset managers to standardize reporting and integrate with advisors' systems; real-time fund admin syncing, capital call and distribution notices; client dashboards; full onboarding; and automated tax document collection.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full AltExchange company profile →
Altas Technologies
HQ: The Netherlands
Website
- Description: Provider of high-performance trading platforms for fast, efficient execution in financial markets and large-scale data analysis and computation infrastructure to process and analyze vast data supporting trading activities; a rapidly growing, well-funded research and technology firm backed by algorithmic trading houses and exchanges.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Altas Technologies company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Orion
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Orion
2.2 - Growth funds investing in similar companies to Orion
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4 - Top valuation comps for Orion
4.2 - Public trading comparable groups for Orion
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