List of Orion Enterprise Customers
Orion
17605 Wright St,
Omaha, 68130,
United States
Omaha, 68130,
United States
1 402-895-1600
Banking and Financial Services
1300
$310M
Since 2010, our global team of researchers has been studying Orion Enterprise 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 Enterprise for Portfolio and Investment Management 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 Enterprise for Portfolio and Investment Management include: Avantax, a United States based Banking and Financial Services organisation with 3000 employees and revenues of $900.0 million, Orion Advisor Solutions, a United States based Professional Services organisation with 1300 employees and revenues of $400.0 million, Orion, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $310.0 million, Cerity Partners, a United States based Banking and Financial Services organisation with 1300 employees and revenues of $200.0 million, Personal Wealth The Edge, a Malaysia based Banking and Financial Services organisation with 1100 employees and revenues of $145.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Enterprise, 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 Enterprise 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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2020 Financial Advisers | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2020 | n/a |
In 2020, 2020 Financial Advisers deployed Orion Enterprise as their Portfolio and Investment Management application on their website. The deployment exposes Orion Enterprise through a web facing interface to provide portfolio aggregation, consolidated account views, performance reporting and client reporting capabilities commonly found in the category. Orion Enterprise is used to support portfolio management workflows, trade oversight, advisor dashboards and recurring billing functions consistent with Portfolio and Investment Management functional terminology.
As a small United States based advisory firm with 10 employees, 2020 Financial Advisers configured Orion Enterprise to centralize advisor and client access to account information and scheduled reporting via the firm website. Operational coverage emphasizes advisory desks and client service functions, with governance focused on website access control, client permissioning and report scheduling to align advisor workflows with the deployed Portfolio and Investment Management capabilities. The implementation links 2020 Financial Advisers, Orion Enterprise, Portfolio and Investment Management and core advisory and client reporting business functions.
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3Edge Asset Management, Lp | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
In 2022, 3Edge Asset Management, Lp deployed Orion Enterprise as its Portfolio and Investment Management platform. Orion Enterprise is visible on the firm's public website, indicating the firm is using vendor-hosted client-facing components to deliver client reporting and account access alongside back office functions.
The implementation centers on standard Portfolio and Investment Management capabilities such as portfolio accounting and position data centralization, performance and client reporting, trade execution workflows and client portal access, scaled to the firm’s investment and client service functions. Architecture appears to leverage Orion Enterprise hosted services for front-end client access while consolidating portfolio data for operations and advisory teams, with governance focused on role based access controls and standardized reporting workflows to support investment operations and client servicing across the United States.
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Accelerated Wealth | Professional Services | 50 | $5M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2023 | n/a |
In 2023, Accelerated Wealth implemented Orion Enterprise as its Portfolio and Investment Management platform. The deployment targeted advisory, operations, and client reporting functions for the firm based in the United States, consolidating investment administration under a single application instance.
Orion Enterprise was configured to deliver core portfolio accounting, consolidated performance reporting, trade order management, billing workflows, and a client portal. Configuration work emphasized unified portfolio views, automated reconciliation routines, and centralized reporting templates to support advisor and operations use cases.
Orion Enterprise is surfaced on Accelerated Wealth's website to provide client portal access and secure delivery of statements and performance reports. The implementation included integrations with internal CRM records, account aggregation feeds, and custodial connectivity to drive account level reporting, trade execution workflows, and billing data flows.
Governance was established inside Orion Enterprise with access controls, advisor permissions, compliance monitoring rules, and audit trails guiding operational processes. Operational ownership resides with advisory and operations teams, and onboarding, reporting, and exception handling workflows were restructured to align with the platform's portfolio and investment management capabilities.
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Ackerman Capital Management | Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
In 2022, Ackerman Capital Management implemented Orion Enterprise as its Portfolio and Investment Management platform, exposing the application through the firm website to support client reporting and portfolio visibility. The deployment positions Orion Enterprise to centralize portfolio data, advisor workflows, and client-facing reporting for a ten person advisory practice.
The implementation focused on core Portfolio and Investment Management capabilities within Orion Enterprise, including portfolio accounting and consolidated performance reporting, trade order management and rebalancing workflows, and client portal delivery for web-based statement and report access. Configuration emphasized web-facing report templates and consolidated account views, alongside fee billing and reconciliation capabilities aligned to advisor operations.
Operational scope covers firm advisory and operations activities, with Orion Enterprise used to publish client reports on the corporate website and to streamline advisor-led portfolio administration. Governance centered on adapting internal processes and reporting cadence to a small team model, with configuration and access controls tuned to the firm size and advisory function.
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Adero Partners | Banking and Financial Services | 50 | $5M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
In 2022, Adero Partners implemented Orion Enterprise to support Portfolio and Investment Management, deploying Orion Enterprise as a web-accessible platform on the firm’s corporate website. The implementation is framed around delivering client-facing reporting and advisor access through embedded web interfaces tied to the firm’s front-end site.
Configuration work centered on portfolio accounting, performance reporting, consolidated client statements, and a client portal for holdings and performance visibility, reflecting standard Portfolio and Investment Management functional workflows. Orion Enterprise was configured to automate statement generation, performance analytics, and advisor review workflows to support advisory and client service use cases.
The deployment integrates Orion Enterprise’s web interfaces directly with Adero Partners’ website for authenticated report delivery and client access, and governance was implemented through centralized administration and role-based access controls to segment advisor and client service responsibilities. Operational coverage focuses on advisory and client service functions across the firm’s United States operations, with the platform serving as the primary system for portfolio reporting, client communications, and advisor workflow orchestration.
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Banking and Financial Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Professional Services | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 4 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2022 | n/a |
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Insurance | 10 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2021 | n/a |
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Banking and Financial Services | 11 | $1M | United States | Orion Advisor Solutions | Orion Enterprise | Portfolio and Investment Management | 2023 | n/a |
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Showing 1 to 10 of 229 entries
Buyer Intent: Companies Evaluating Orion Enterprise
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating Orion Enterprise. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating Orion Enterprise for Portfolio and Investment Management include:
- French Development Agency, a France based Government organization with 500 Employees
- Avaniko Technologies, a India based Professional Services company with 100 Employees
- Chesley, Taft & Associates, a United States based Banking and Financial Services organization with 10 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated |
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French Development Agency | Government | 500 | $100M | France | 2026-02-25 |
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Avaniko Technologies | Professional Services | 100 | $25M | India | 2026-02-09 |
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Chesley, Taft & Associates | Banking and Financial Services | 10 | $1M | United States | 2025-09-04 |
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Banking and Financial Services | 10 | $1M | United States | 2025-06-25 |
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Manufacturing | 2783 | $635M | Japan | 2025-05-21 |
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Oil, Gas and Chemicals | 2000 | $350M | South Africa | 2025-05-20 |
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Banking and Financial Services | 388 | $566M | United States | 2025-04-28 |
FAQ - APPS RUN THE WORLD Orion Enterprise Coverage
Orion Enterprise is a Portfolio and Investment Management solution from Orion Advisor Solutions.
Companies worldwide use Orion Enterprise, from small firms to large enterprises across 21+ industries.
Organizations such as Avantax, Orion Advisor Solutions, Orion, Cerity Partners and Personal Wealth The Edge are recorded users of
Orion Enterprise for Portfolio and Investment Management.
Companies using Orion Enterprise are most concentrated in Banking and Financial Services and Professional Services, with adoption spanning over 21 industries.
Companies using Orion Enterprise are most concentrated in United States and Malaysia, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of Orion Enterprise across Americas, EMEA, and APAC.
Companies using Orion Enterprise range from small businesses with 0-100 employees - 92.58%, to mid-sized firms with 101-1,000 employees - 5.24%, large organizations with 1,001-10,000 employees - 2.18%, and global enterprises with 10,000+ employees - 0%.
Customers of Orion Enterprise include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified Orion Enterprise customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Portfolio and Investment Management.