List of Orion Communities Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Communities customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Orion Communities for Investment Research and Market Intelligence from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Orion Communities for Investment Research and Market Intelligence include: BlackRock, a United States based Banking and Financial Services organisation with 19900 employees and revenues of $19.37 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion, Russell Investments, a United States based Banking and Financial Services organisation with 2000 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Communities, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Orion Communities customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BlackRock | Banking and Financial Services | 19900 | $19.4B | United States | Orion Advisor Solutions | Orion Communities | Investment Research and Market Intelligence | 2017 | n/a |
In 2017, BlackRock contributed model portfolios as a strategist on Orion Communities. Orion Communities is the application and it sits in the Investment Research and Market Intelligence category, providing a peer to peer model marketplace for Orion Advisor Solutions connected advisors.
BlackRock published curated model portfolios into the Orion Communities marketplace so U.S. advisory firms can ingest institutional model sets into their investment and portfolio management workflows. Functional capabilities used include model distribution, portfolio construction templates, and model assignment within Orion's investment and portfolio management workflow, while advisors retain trade execution control. The implementation supports tax aware trading controls and governance at the advisor level consistent with marketplace model usage.
Operational coverage targeted U.S.-based advisory firms that consume BlackRock models through Orion Communities, integrating those models into advisor trading workflows and implementation at the account level. BlackRock acted as the strategist contributor and publisher, establishing model publication governance and marketplace access policies within the Orion Advisor Solutions platform. This positions BlackRock, Orion Communities, Investment Research and Market Intelligence as the bridge between institutional strategy providers and independent advisors' investment operations.
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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | Orion Advisor Solutions | Orion Communities | Investment Research and Market Intelligence | 2024 | n/a |
In 2024, Franklin Templeton announced availability of equity SMA models on Orion Communities. The deployment exposes Franklin Templeton equity separately managed account models through Orion Communities and is recorded under the Investment Research and Market Intelligence category, targeting advisor-facing investment workflows.
The implementation centers on distribution of equity SMA model packages into Orion's model marketplace, making model selection and onboarding available to advisor platforms within Orion. Functional capabilities implemented include published model profiles, model governance metadata for advisor review, and streamlined provisioning to advisor portfolios consistent with model marketplace workflows. Configuration emphasis appears on accessibility and standardization of specialist manager models rather than bespoke custodial integration work.
Announced in August 2024, the rollout is focused on U.S. advisors who incorporate these models into their investment and portfolio management workflows. Operationally the initiative broadens SMA options available to advisors and streamlines access to Franklin Templeton specialist managers through Orion, aligning product distribution with advisor model adoption processes and model marketplace governance.
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Russell Investments | Banking and Financial Services | 2000 | $250M | United States | Orion Advisor Solutions | Orion Communities | Investment Research and Market Intelligence | 2017 | n/a |
In 2017 Russell Investments partnered with Orion Advisor Solutions to make its model portfolios available through Orion Communities, Orion's peer to peer model marketplace. The Orion Communities deployment placed Russell Investments squarely into the Investment Research and Market Intelligence workflow that U.S. advisory firms use to consume third party model sets. U.S. advisory firms leverage Russell's models within Orion's investment management process to scale offerings and outsource model construction while preserving trading discretion.
Functionally the implementation exposed Russell Investments' model portfolios as marketplace listings and standardized model profiles, enabling model provisioning and subscription by advisor accounts. Configuration emphasis included model governance, access controls and provisioning workflows that allow advisors to adopt models while maintaining trading authority. These capabilities align with Investment Research and Market Intelligence functional terminology such as model cataloging, profile metadata, and controlled model deployment.
Operational coverage targeted U.S. advisory firms on Orion's platform, with the integration point centered on Orion's investment management process rather than on a named third party system. Governance and operating model changes assigned model construction responsibilities to Russell Investments while advisors retained execution and trading discretion, reflecting an outsourced model development arrangement coupled with local trading governance. The arrangement supported advisor scalability of product offerings through Orion Communities and preserved advisor control over trade execution.
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Buyer Intent: Companies Evaluating Orion Communities
- Pcmci Solutions, a United States based Professional Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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