Orion Advisor Solutions
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Orion Advisor Solutions

http://orion.com/
Last activity: 23.07.2026
Active
Categories: BrandFinTechManagementProviderSoftwareTechnology
The Orion companies deliver a range of innovative financial technology, investment, and support solutions that empower firms of any shape or size to realize their vision for success.
Website visits
33.6K /mo.
Mentions
22
Location: United States, Nebraska, Omaha
Employees: 501-1000
Founded date: 1999

Investors 1

DateNameWebsite
30.09.2020Genstar Ca...gencap.com

Mentions in press and media 22

DateTitleDescription
23.07.2026Moneta Selects IMTC Platform to Accelerate Fixed Income GrowthWill streamline portfolio management workflows and support advisor growth NEW YORK, July 23, 2026 /PRNewswire-PRWeb/ -- IMTC, the fixed income technology platform trusted by buy-side portfolio managers, announced that Moneta, a $50 billion ...
16.07.2026AI Revolutionizes Financial Compliance: Hadrius Secures $27M to Lead RegTech EvolutionHadrius secured $27 million in new funding. This capital powers its AI-native compliance platform for financial services. AI generates vast content, overwhelming traditional oversight. Hadrius leverages AI to review AI-driven communications...
14.07.2026Hadrius raises $27 million to build AI-powered compliance infrastructure for financial servicesArtificial intelligence is creating a new problem for Wall Street. AI can generate emails, marketing campaigns, research, and trading activity in seconds. Compliance teams still have to review all of it. That gap is growing, and legacy comp...
14.07.2026Hadrius Raises $27 Million To Build Agentic Compliance Infrastructure For Financial ServicesHadrius announced that it raised $27 million in seed and Series A funding led by CRV, with participation from Y Combinator, Pathlight Ventures, and the founders of Altruist, Jump AI, and FINNY. Hadrius is building agentic compliance infrast...
29.06.2026Daily Stock Market Live Dow jumps 100 points to close out best first half in 5 years; Nasdaq posts best quarter since 2020: Live updatesStocks rose on Tuesday, boosted by sharp gains in chips, as Wall Street wrapped up a strong first half and second quarter. The Dow Jones Industrial Average gained 136.46 points, or 0.26%, for a record close of 52,319.20. The S&P 500 ros...
20.05.2026US Wealth Management Technology in 2026: SEC Withdraws Predictive-Analytics Rule, AI Co-Pilots Move Into ProductionShare Share Share Share Email In July 2023 the Securities and Exchange Commission proposed rules under both the Securities Exchange Act and the Investment Advisers Act aimed at preventing conflicts of interest in firms’ use of predictive da...
02.04.2026Cheetah and Orion launch integration for trust accounting and portfolio management to unify advisor workflowsCheetah logo By collaborating with Orion, we’re giving trust teams access to institutional-grade portfolio management and trading, while preserving the rigor that modern trust administration requires.” — Adam Unger, CEO, CheetahMUNCIE, IN, ...
17.02.2026Uptiq Secures $25M to Fuel Financial AI ExpansionUptiq, a Dallas-based AI platform purpose-built for financial services, raised $25 million in Series B funding. Curql led the round. The capital targets operational expansion and development efforts. A key focus: scaling the India research ...
15.02.2026Uptiq: $25 Million Series B Raised To Scale Industry-Ready Solutions And Launch Qore For BuildersUptiq, an AI platform purpose-built for financial services, announced it has raised $25 million in Series B funding to accelerate the rollout of its industry-ready AI applications and expand its Qore orchestration platform for developers an...
12.02.2026Uptiq Raises $25M in Series B FundingUptiq, a Dallas, TX-based AI platform purpose-built for financial services, raised $25m in Series B funding. The round was led by Curql, with participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ven...
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