Orion Advisor
Orion Advisor provides technology and accounting services through implementation and conversion, brokerage dealer, client communication, and tax repor...Read more
Market Share of Orion Advisor
Current Customer(s)
1522
Market Share (Est.)
9.50%
Ranking
#3
Top Competitors and Alternatives of Orion Advisor
The top three of Orion Advisor’s competitors in the Investment And Finance Services category are Q4 with 28.01%, Coinbase with 15.81%, FactSet Research Management with 5.09% market share.
Popular Comparisons
Top Competitors and Alternatives of Orion Advisor
The top three of Orion Advisor’s competitors in the Investment And Finance Services category are Q4 with 28.01%, Coinbase with 15.81%, FactSet Research Management with 5.09% market share.
Orion Advisor vs Q4
Orion Advisor vs Coinbase
Orion Advisor vs FactSet Research Management
Orion Advisor vs Binance
Orion Advisor vs SimCorp
Orion Advisor vs Criteo Direct Bidder
Orion Advisor vs Avaloq
Orion Advisor vs Fidessa
Customers of Orion Advisor
Around the world in 2024, over 1522 companies have started using Orion Advisor as Investment And Finance Services tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| Airlie Wealth Advisors | 5,000 - 9,999 | Wilmington | North Carolina | United States |  |
| Kaufman Rossin Wealth, LLC | 1,000 - 4,999 | Miami | Florida | United States |  |
| Mark G Harrop | 1,000 - 4,999 | Virginia Beach | Virginia | United States | |
| Texas Capital Bank | 1,000 - 4,999 | Dallas | Texas | United States |  |
| Orion Advisor Solutions | 1,000 - 4,999 | Omaha | Nebraska | United States |  |
| RSG Investments | 1,000 - 4,999 | Kansas City | Missouri | United States | |
| Mariner Wealth Advisors | 500 - 999 | Overland Park | Kansas | United States | |
| Benjamin F. Edwards & Co. | 500 - 999 | St. Louis | Missouri | United States | |
| California Coast Credit Union | 500 - 999 | San Diego | California | United States | |
| Mariner Wealth Advisors | 500 - 999 | Overland Park | Kansas | United States | |
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Orion Advisor Customers by Products and Services
The top three products and services offering customers that use Orion Advisor for Investment And Finance Services are Financial Planning (294), Retirement Planning (215), Investment Management (205).
Customers
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Orion Advisor Customers by Employee Size
The majority of Orion Advisor's customers for the investment-and-finance-services category fall in the company size of 0 - 9 employees (992 companies), 20 - 49 employees (198 companies), 10 - 19 employees (182 companies).
Employee Size
Orion Advisor Customers by Geography
The top three geographies of Orion Advisor for investment-and-finance-services are the United States with 1521(99.93%), India with 1(0.07%) customers respectively.
Customers
Employees of Orion Advisor
Also see other Products/Services by Orion Advisor in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Orion Advisor competitors?
Orion Advisor’s Top competitors in the investment-and-finance-services category are Q4, Coinbase, FactSet Research Management. You can view a full list of Orion Advisor competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Orion Advisor and 40,000 other technologies on the internet. You can also compare Orion Advisor and its feature with top competitors here : Orion Advisor vs Q4 Orion Advisor vs Coinbase Orion Advisor vs FactSet Research Management.
What is Orion Advisor customer distribution based on company size?
What is Orion Advisor market share in the investment-and-finance-services?
What are the top countries that use Orion Advisor?
What are the top industries that use Orion Advisor?
Justine Lyon
Senior VP of Sales, Ally
At my previous organization we used Zoominfo and LInkedIn Navigator for contact, Bombora for intent and DiscoverOrg for account info. When I joined Ally where we use 6sense, I found it to be as valuable as all the other tools combined!
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