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Orion Advisor Solutions | WealthTech for Advisors Orion unifies your tech and investment operations in one powerful platform — helping your team move faster, your clients stay engaged, and your firm keep growing
Orion Advisor Technology | Financial Advisor Software Orion holds the #1 market share for CRM, Portfolio Management Reporting Tools, and Portfolio Design Solutions Orion also ranks in the Top 3 for All-In-One Software, Trading and Rebalancing, TAMP, and Risk Intelligence
Ryan Dressel | Orion Ryan Dressel is a Senior Investment Strategist at Orion In this role, Ryan is responsible for developing, procuring, and delivering investment content for key internal and external relationships
Reed Colley | Orion Reed Colley joined Orion in January 2025 as President of Orion Advisor Technology following Orion’s acquisition of Summit Wealth Systems As co-founder and CEO of Summit, Reed recognized the need to humanize wealth management by creating a modern, digital and mobile experience for advisors and their clients
Plans | Orion Trading Software Orion Trading offers a standalone investment trading platform designed to increase efficiency through fully customizable portfolio management, model management, cash management, trading, and rebalancing
Eric Clarke - Orion Today, Orion supports over five million technology accounts and thousands of independent advisory firms with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform
Ron Pruitt - Orion Prior to joining Orion, he served as Senior Vice President of Nasdaq Analytics, comprised of the acquisition of eVestment and Solovis, providing investment analytics and market intelligence to global asset managers, asset owners and institutional investment consultants
Careers | Orion Explore open Orion careers, including team member benefits, core values, company culture, and more
Mark Mayo | Orion Mark Mayo joined Orion as Chief Financial Officer in September 2024 as a highly experienced senior leader with more than 30 years of finance experience Prior to joining Orion, Mark served as CFO for DISA Global Solutions, a leading consortium drug testing provider