Orion Soars to $1 Trillion AUA Milestone After Blockbuster Year of Growth and Innovation
Summary
Orion reaches this milestone at the dawn of its 21st year in business after rising from its roots in 1999, when founder and CEO Eric Clarke made it his mission to develop the best portfolio management software on the market after the hunt for an adequate system for his growing RIA turned up empty. “Twenty years ago, I could not have imagined the sheer number of firms experiencing the same challenges that would afford us the unique opportunity to help advisors operationalize their visions for success,” Clarke said. “No matter a firm’s size, makeup or ambition, we’re grateful to play an active role in their journey to independence and success.” This past year revealed the accelerated pace of Orion’s growth trajectory, as their vision behind major strategic initiatives and product enhancements reflected what users identified as needs to thrive in a disruptive, rapidly changing landscape. In 2019, Orion: “It has been exciting to watch Orion’s growth as it has evolved to serve the increasingly complex needs of financial institutions,” said Jon Baum, the executive chair of Orion’s board of directors. “The feedback we received from the advisor community and their input into our technology roadmap made this success possible, and we are grateful for it.” Clarke continued, “Our users are not content to sit back and let market lift do the work.