Fueled by advisor-driven growth, Orion has seen an over 15% year-over-year increase in technology accounts for three consecutive years. Today, the firm supports more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms.
The ability to add subscription-based private investments enables advisors to better serve larger relationships with more sophisticated portfolios and equips them with the technology and execution capability to manage those relationships at scale.