{"source":"Breaknorm","page":"https://breaknorm.co/company/orion.com","license":"https://breaknorm.co/terms","domain":"orion.com","name":"Orion","legal_name":"Orion","country":"US","country_second":"CA","city":"Omaha","admin1":"Nebraska","vertical":"business_finance_services","subvertical":"wealth_management_investment","leaf":"private_asset_managers","summary":"Orion is a wealth technology platform provider that serves independent advisors, chief operations and technology officers, and high-net-worth practices. Its offerings include Redtail CRM, portfolio accounting, compliance, planning, risk intelligence, custom indexing, and Denali AI. 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