Insights

DST & REIT Focus Orchard Securities specializes in investment banking and managing broker-dealer services for real estate oriented securities such as Delaware Statutory Trusts, REITs, Partnerships, and Opportunity Zones, indicating a sales opportunity around advisory services, capital raises, and secondary market support for real estate offerings.

High Fundraising Activity With over $14 billion raised in equity primarily through independent broker-dealers and RIAs, Orchard demonstrates strong deal flow and a scalable distribution network, suggesting opportunities to provide technology, compliance, or back-office solutions to support growth and streamline fund administration.

New Client Expansion Recent engagement as dealer-manager for Fortress Real Estate Exchange signals ongoing client acquisition and expansion into larger platforms, offering a chance to pitch strategic partnerships, platform integrations, or enhanced due diligence and advisory services.

Mid-Sized Firm Needs Employee count in the 11-50 range places Orchard in a mid-sized firm tier that often seeks cost-effective, scalable tech, security, and workflow tools—present opportunities for cybersecurity, CRM ergonomics, regulatory compliance solutions, and cloud hosting services.

Revenue Growth Potential Current revenue range of 25-50 million coupled with active recent deals indicates healthy growth potential; this can be leveraged to propose growth-focused financial technology platforms, performance analytics, reporting suites, and client onboarding automation to support increasing deal volume.

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Orchard Securities Tech Stack

Orchard Securities uses 8 technology products and services including Smarsh, RSS, WordPress, and more. Explore Orchard Securities's tech stack below.

  • Smarsh
    Archiving
  • RSS
    Content Management System
  • Content Management System
  • oEmbed
    Dev Tools
  • Font Awesome
    Font Scripts
  • Liquid Web
    Platform As A Service
  • Microsoft Exchange
    Storage
  • Bootstrap
    UI Frameworks

Orchard Securities's Email Address Formats

Orchard Securities uses at least 1 email format:
Orchard Securities Email FormatsExamplePercentage
FLast@orchardsecurities.comJDoe@orchardsecurities.com
100%

Frequently Asked Questions

What is Orchard Securities's official website and social media links?

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Orchard Securities's official website is orchardsecurities.com and has social profiles on LinkedIn.

How much revenue does Orchard Securities generate?

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As of September 2026, Orchard Securities's annual revenue is estimated to be $25M - $50M.

What is Orchard Securities's NAICS code?

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Orchard Securities's NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Orchard Securities have currently?

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As of September 2026, Orchard Securities has approximately 24 employees across 1 continents, including North America. Key team members include Operations Team Member: E. C. Explore Orchard Securities's employee directory with LeadIQ.

What industry does Orchard Securities belong to?

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Orchard Securities operates in the Investment Banking industry.

What technology does Orchard Securities use?

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Orchard Securities's tech stack includes Smarsh, RSS, WordPress, oEmbed, Font Awesome, Liquid Web, Microsoft Exchange and Bootstrap.

What is Orchard Securities's email format?

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Orchard Securities's email format typically follows the pattern of FLast@orchardsecurities.com. Find more Orchard Securities email formats with LeadIQ.

When was Orchard Securities founded?

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Orchard Securities was founded in 2005.
Orchard Securities logo

Orchard Securities

Investment BankingUtah, United States11-50 Employees

Orchard Securities operates as an investment banking and managing broker-dealer firm focused on real estate–oriented securities offerings. Its services encompass facilitating offerings such as Delaware Statutory Trusts, REITs, partnerships, and Opportunity Zones, supporting clients through independent broker-dealers and registered investment advisors to access equity markets. The company's target clients are market participants seeking structures for real estate investments, with the function of coordinating dealer-manager activities and related administrative support to enable offering and distribution processes. Based in Utah, Orchard Securities is positioned within the investment banking sector, emphasizing specialized real estate securities and related capital-raising activities rather than broad, generalized investment services. A recent development involves forming a new client relationship with Fortress Real Estate Exchange, indicating ongoing activity in expanding its dealer-manager role for future offerings.

Section iconCompany Overview

NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Orchard Securities's revenue is estimated to be in the range of $25M - $50M

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