List of Orion Risk Intelligence Customers
Omaha, 68130,
United States
Since 2010, our global team of researchers has been studying Orion Risk Intelligence 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 Risk Intelligence for Portfolio and Investment Risk 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 Risk Intelligence for Portfolio and Investment Risk Management include: Focus Financial Partners,Lllc, a United States based Banking and Financial Services organisation with 4400 employees and revenues of $1.80 billion, Axxcess Wealth Management, a United States based Banking and Financial Services organisation with 30 employees and revenues of $35.0 million, Cardea Capital, a United States based Banking and Financial Services organisation with 25 employees and revenues of $7.0 million and many others.
Contact us if you need a completed and verified list of companies using Orion Risk Intelligence, 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 Risk Intelligence 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 | Insight Source |
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Axxcess Wealth Management | Banking and Financial Services | 30 | $35M | United States | Orion Advisor Solutions | Orion Risk Intelligence | Portfolio and Investment Risk Management | 2019 | n/a | In 2019 Axxcess Wealth Management integrated HiddenLevers, now Orion Risk Intelligence, via API to power its Axxcess Allocator. This deployment brought Orion Risk Intelligence into the firm’s Portfolio and Investment Risk Management workflow, enabling advisors on the TAMP in the United States to construct, stress test and implement blended allocations that include third party SMAs and alternative investments. The implementation centered on portfolio construction and scenario analysis capabilities, combining portfolio modeling, scenario based stress testing and allocation implementation into a single workflow. Orion Risk Intelligence supplied scenario based analytics and stress testing engines that were surfaced through the Axxcess Allocator user interface and consumed via API, creating an end to end portfolio construction and implementation flow. Operational coverage focused on advisor workflows within the TAMP, aligning investment operations and advisory desk processes around standardized portfolio construction, risk analysis and execution. Governance and process changes embedded the scenario analytics and implementation steps into the Axxcess Allocator workflow, and the integration reduced execution friction while adding scenario based analytics to the platform as stated. | |
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Cardea Capital | Banking and Financial Services | 25 | $7M | United States | Orion Advisor Solutions | Orion Risk Intelligence | Portfolio and Investment Risk Management | 2021 | n/a | In 2021, Cardea Capital implemented Orion Risk Intelligence to augment its TAMP and portfolio management capabilities in the United States. Orion Risk Intelligence, offered after Orion acquired HiddenLevers, was deployed to provide interactive portfolio analysis and real-time stress-testing to support advisor-facing proposal generation and client conversations around risk. The deployment was categorized under Portfolio and Investment Risk Management and configured to deliver scenario-driven analytics, stress-testing workflows, and advisor-facing proposal outputs. Implementation work focused on interactive portfolio analysis, portfolio-level and factor-level risk attribution, scenario libraries for market shocks, and client-ready visualizations to support proposal generation and client meetings. Orion Risk Intelligence was integrated into Cardea Capital's existing Orion stack so risk analytics were accessible within the firm’s portfolio management and reporting workflows. Operational scope centered on advisory teams and portfolio management processes, with rollout occurring shortly after the Orion acquisition of HiddenLevers. Governance emphasized embedding risk analysis into advisor workflows and proposal generation, aligning analytics outputs with existing Orion reporting and client communication processes. The engagement targeted advisor-facing functions and portfolio oversight to enhance how advisors present risk scenarios during client conversations. | |
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Focus Financial Partners,Lllc | Banking and Financial Services | 4400 | $1.8B | United States | Orion Advisor Solutions | Orion Risk Intelligence | Portfolio and Investment Risk Management | 2019 | n/a | In 2019 Focus Financial Partners engaged HiddenLevers, now Orion Risk Intelligence, to create and provision Orion Risk Intelligence as a Portfolio and Investment Risk Management platform focused on enterprise-level finance and portfolio risk monitoring across Focus and its partner firms in the United States. The engagement was publicly announced in March 2019 and centered on building a next-generation business intelligence and risk analytics capability for fiduciary oversight. The implementation emphasized forward-looking stress testing and business intelligence capabilities, with configuration for scenario-based portfolio stress tests, consolidated portfolio risk dashboards, and automated reporting workflows to support fiduciary advice and enterprise surveillance. Orion Risk Intelligence was positioned to deliver portfolio-level risk analytics and visualization, consistent with Portfolio and Investment Risk Management functional workflows. Operational coverage included Focus Financial Partners and its affiliated partner firms in the United States, establishing a centralized analytics layer for enterprise finance and portfolio monitoring and enabling partner-level access to standardized risk reports. Governance changes focused on instituting enterprise oversight processes and BI-driven review cycles to inform fiduciary recommendations and compliance monitoring. The engagement explicitly aimed to improve fiduciary advice and enterprise oversight through the new risk analytics and BI platform, reflecting a strategic shift toward coordinated portfolio risk monitoring using Orion Risk Intelligence within Focus Financial Partners' advisory network. |
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