{"name":"Orion Advisor Solutions","domain":"orion.com","url":"https://optimly.ai/brand/orion-advisor-solutions","is_claimed":false,"categories":["asset-management-pe-vc","wealth-management-investing"],"headers":[{"header":"Overview","sections":[{"key":"short_description","label":"Tagline","shape":"text","content":"A unified, connected wealthtech platform with an AI-powered intelligence layer (Denali AI) that is ISO/IEC 42001 certified, offering flexibility in technology and investment solutions, and deep integrations with over 100 partners.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://orion.com","updated_at":"2026-10-04T00:07:19.435000+00:00"},{"key":"description","label":"Description","shape":"text","content":"Orion is a wealthtech platform for financial advisors, offering an integrated suite of tools including CRM, financial planning, portfolio accounting, trading, compliance, and AI capabilities, designed to streamline firm operations.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://orion.com","updated_at":"2026-10-04T00:07:19.435000+00:00"}]},{"header":"Offerings","sections":[{"key":"core_capabilities","label":"Core capabilities","shape":"text","content":"Integrated wealthtech platform encompassing CRM\nfinancial planning\nportfolio accounting\ntrading\ncompliance\nand AI (Denali AI); also offers Outsourced Chief Investment Officer (OCIO) services and Turnkey Asset Management Program (TAMP) solutions.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://orion.com","updated_at":"2026-10-04T00:07:19.435000+00:00"},{"key":"pricing","label":"Pricing","shape":"text","content":"Not specified in the provided context.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://orion.com","updated_at":"2026-10-04T00:07:19.435000+00:00"}]},{"header":"Audience","sections":[{"key":"target_industry","label":"Target industry","shape":"text","content":"Financial advisors, including independent advisors, RIAs, Chief Operations Officers (COOs), Chief Technology Officers (CTOs), and practices serving high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.","source_type":"1p_website","source_label":"Brand's website","source_url":"https://orion.com","updated_at":"2026-10-04T00:07:19.435000+00:00"}]}],"last_refreshed_at":"2026-10-04T00:07:19.435000+00:00","last_changed_at":"2026-10-17T23:41:15.076878+00:00","claim_url":"https://app.optimly.ai/sign-up?claim=9672979f-de51-4c51-99f2-0d868690c41d"}