Growth Opportunity Target mid to large independent advisory firms and RIA networks that rely on Orion’s integrated tech stack to expand their client base, deepen planning-to-investment integration, and streamline onboarding with fully connected solutions.

Tech Modernization Leverage Orion’s open architecture platform and connected components to pitch modular upgrades, enhanced data analytics, and seamless integration with third-party tools to improve advisor productivity and client outcomes.

M&A Synergy Position consulting and product integration services around Orion’s growth-focused M&A strategy to help firms rapidly acquire capabilities, consolidate tech debt, and accelerate time-to-value for new platforms and services.

Data-Driven Growth Offer advanced analytics, onboarding automation, and user behavior insights using Orion’s tech stack (Amplitude, Fullstory, Databricks, Kafka) to optimize marketing ROI, client acquisition funnels, and advisor performance.

Talent & Inclusion Align with Orion’s commitment to diversity and inclusive hiring to propose employer branding, DEI-focused talent solutions, and culture-building programs that attract and retain top advisory talent.