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.
Research Orion's pricing with the Pulse Agent
Ask anything about Orion's plans, packaging shifts, and how it compares across the market — answered live from verified data.
Ask the agentCurrent plans
Captured| Plan | Type | Price |
|---|---|---|
| Employee & Firm Oversight | Plan | $8,500 /mobilled annually |
| Client Oversight - Standalone | Plan | $10,000 /mobilled annually |
| Advantage Stack | Plan | Contact |
| Client Oversight - Add-on | Add-on | $12,000 /mobilled annually |
Company Facts
CategoryFinance & Accounting
Free tierNo
Employees1001-10000
Tracked sinceApr 28, 2026
Pricing last seenJun 15, 2026
Websiteorion.com
How Orion compares with its peers
| Company | Entry price | Last change |
|---|---|---|
1 1Office | GBP 25 /mo, billed annually | Jul 13, 2026 |
2 2Checkout | Contact | Apr 27, 2026 |
8 8am | Contact | — |
A Accelerate | EUR 197.14 /mo | — |
A Access PaySuite | GBP 25 /mo | Jul 2, 2026 |
A AccountsIQ | GBP 250 /mo | — |
Orion pricing FAQ
- How much does Orion cost?
- Orion pricing starts at $8,500/mo on Employee & Firm Oversight, billed annually. Orion lists 3 plans on its pricing page.
- Does Orion have a free plan?
- No. Orion does not list a free tier; paid plans start at $8,500/mo on Employee & Firm Oversight, billed annually.
- What pricing model does Orion use?
- Orion uses subscription pricing across 3 plans.
- Who are Orion's pricing peers?
- Pulse compares Orion with 1Office, 2Checkout, 8am, Accelerate, Access PaySuite and AccountsIQ.