Omaha, NE-based wealthtech company founded 1999. Privately held. Operates in financial advisor technology and wealth management. Serves 2,300+ independent advisory firms with portfolio management, trading, risk intelligence, compliance, and CRM solutions.
Entry price
$8,500
Employee & Firm Oversight · /mo, billed annually
Plans tracked
3
1 add-on
Pricing changes
0
None published yet
Pricing model
Subscription
No free tier
Pricing Change History
0 changesNo tracked pricing changes yet — new verified changes land here automatically.
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Ask the agentCurrent Plans
AnnualMonthly
Employee & Firm Oversight
Plan
$8,500 /mo, billed annually
Client Oversight - Standalone
Plan
$10,000 /mo, billed annually
Advantage Stack
Plan
Contact
Client Oversight - Add-on
Add-on
$12,000 /mo, billed annually
Company Facts
CategoryFinance & Accounting
Free tierNo
Employees1001-10000
Tracked since2026-04-28
Pricing last seen2026-06-15
Websiteorion.com