Orion

orion.com &nearr;WealthTech

Orion provides a flexible wealth management technology platform designed to help financial advisors grow their businesses.

17sub-processors

HeadquartersOmaha, United States

Founded1999

Size1001-5000

MarketB2B, Financial Advisors

PublicPrivate

ProductsAdvisor Managed Solutions, Outsourced Chief Investment Officer (OCIO) Services, Turnkey Asset Management Programs (TAMP), Trading and Portfolio Accounting, Compliance Tools, Client Portal, Redtail CRM Integration, Custom Indexing, Financial Planning Solutions, Data Integrations

View source page &nearr;

By Category

Cloud Infrastructure10

Uncategorized2

Security & Identity2

Payments & Billing1

AI & Machine Learning1

Communication1

All Sub-Processors

Name	Purpose	Location	Category
Amazon Web Services	Hosting provider	United States	Cloud Infrastructure
Beyond Trust	Remote support software	United States
Clover	Payment processing	United States	Payments & Billing
Cyxtera	Data center hosting	United States	Cloud Infrastructure
Fixflyer	Cloud-based trading provider	United States	Cloud Infrastructure
Gabriel Group	Fulfillment and printing provider	United States	AI & Machine Learning
Glia	Digital communications provider	United States	Communication
Global Relay	Compliance books & records	United States	Security & Identity
Iron Mountain	Data backup & storage	United States	Cloud Infrastructure
Microsoft	Hosting, email, and data storage provider, MFA	United States	Cloud Infrastructure
Numonix Recorder	Cloud-based compliance recording	United States	Cloud Infrastructure
OwnBackup	Data backup & storage	United States	Cloud Infrastructure
Proofpoint	Email security	United States	Security & Identity
Salesforce	Cloud-based customer CRM	United States	Cloud Infrastructure
Smartsheet	Work execution platform	United States
TierPoint	Data center hosting	United States	Cloud Infrastructure
Workday	Cloud-based employee CRM	United States	Cloud Infrastructure

Data Processing Locations

United States

17 sub-processors

Frequently Asked Questions

How many sub-processors does Orion use?

Orion uses 17 sub-processors (third-party data processors) as disclosed on their public sub-processor page.

What are Orion's main sub-processors?

Orion's sub-processors include Amazon Web Services (Hosting provider), Beyond Trust (Remote support software), Clover (Payment processing), Cyxtera (Data center hosting), Fixflyer (Cloud-based trading provider), and 12 more.

Where does Orion process data?

Orion's sub-processors are located in United States.