Orion Acquires Next-Level Risk Analytics and Business Intelligence Platform, HiddenLevers
Summary
Driven by a focus on improving outcomes in the advisor-client relationship, the fast-growing firm has announced its acquisition of HiddenLevers, a leading and first-to-market platform for risk analysis, investment process, and executive oversight in the wealth and asset management space. Founded in 2009 by bootstrappers Raj Udeshi and Praveen Ghanta, HiddenLevers will bring its standout portfolio stress-testing to Orion’s platform, along with industry-leading investment proposals and workflows on model construction and improvement. Orion will add HiddenLevers to its best-in-class solutions, cementing its status as the premier provider of the tech-enabled fiduciary framework that boosts financial advisors’ capacity to Prospect, Plan, Invest, and Achieve within a single, connected digital experience. Working together, we can deliver on this vision quickly.” With APIs and deep integrations already in place, and committed joint customers giving feedback, the combined platform experience is expected to come to market quickly. Multiple product lines join together to deliver solutions for investment process, business intelligence, risk analysis, executive oversight, economic research, and unparalleled client experience.
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