Sales outreach
All 539 of these sites already run Orion Advisor, with the financial services segment leading at 248 sites. Pitch the products and services that fit that exact stack.
Industry Specific Finance Software Visit website
Orion Advisor is a wealthtech platform designed for financial advisors. It integrates CRM, planning, portfolio accounting, trading, compliance, and AI into a single system.
Up to 1M sites per list · Segment by country & TLD to cover the full footprint · Unlimited report rebuilds for 1 month
Need every Orion Advisor site in one market? Unlock Orion Advisor once and rebuild filtered reports as often as you like for a month: by country, TLD, or stack combination, each with up to 20 data points per site.
Start from $39/moCountry groups overlap: a country can belong to several at once (Germany counts toward Europe, Western Europe, the EU and DACH). Percentages are each group's share of the 538 sites with a known country, so they describe overlapping views of the same data and do not add up to 100%.
| # | Website | Popularity | StackSpend | Country | TLD |
|---|---|---|---|---|---|
| 01 |
|
311,432 | $54.27K+ | 🇺🇸 United States | com |
| 02 |
|
621,442 | $2.41K+ | 🇺🇸 United States | com |
| 03 |
|
835,411 | $123K+ | 🇺🇸 United States | com |
| 04 |
|
922,452 | $57.29K+ | 🇺🇸 United States | com |
| 05 |
|
938,176 | $3.1K+ | 🇺🇸 United States | com |
| 06 |
|
1,017,185 | $2.78K+ | 🇺🇸 United States | com |
| 07 |
|
1,041,487 | $2.86K+ | 🇺🇸 United States | com |
| 08 |
|
1,315,883 | $13.22K+ | 🇺🇸 United States | com |
| 09 |
|
1,542,122 | $1.52K+ | 🇺🇸 United States | com |
| 10 |
|
1,545,423 | $4.58K+ | 🇺🇸 United States | com |
| 11 |
|
1,551,182 | $4.47K+ | 🇺🇸 United States | com |
| 12 |
|
1,577,749 | $7.68K+ | 🇺🇸 United States | com |
| 13 |
|
1,590,969 | $11.21K+ | 🇺🇸 United States | com |
| 14 |
|
1,779,508 | $1.26K+ | 🇺🇸 United States | com |
| 15 |
|
1,871,754 | $1.12K+ | 🇺🇸 United States | com |
| 16 |
|
1,928,230 | $186+ | 🇺🇸 United States | com |
| 17 |
|
1,949,859 | $234+ | 🇺🇸 United States | com |
| 18 | virtuecapitalmanagement.com | 2,098,310 | $122+ | 🇬🇧 United Kingdom | com |
| 19 |
|
2,146,808 | $3.34K+ | 🇺🇸 United States | com |
| 20 |
|
2,153,508 | $2.68K+ | 🇺🇸 United States | com |
This is 20 of 539 websites. Download up to 1M sites per list as CSV, enriched with firmographics.
| Company | Website | Employees | Industry | Country | Founded |
|---|---|---|---|---|---|
| Financial Concepts - Mississippi |
|
11-50 | Financial Services | 🇺🇸 United States | 1988 |
| Arbor Private Wealth Llc |
|
- | - | 🇺🇸 United States | - |
| PKS Investment Advisors LLC |
|
1-10 | Financial Services | 🇺🇸 United States | - |
| Grimes & Company |
|
51-200 | Investment Management | 🇺🇸 United States | 1985 |
| Clearstead |
|
201-500 | Financial Services | 🇺🇸 United States | 1989 |
| Benjamin F. Edwards |
|
501-1000 | Financial Services | 🇺🇸 United States | 2008 |
| Silver Oak Securities, Inc. |
|
51-200 | Financial Services | 🇺🇸 United States | 1999 |
| OARS Capital |
|
- | - | 🇺🇳 - | - |
| WealthCare Investment Partners, A… | wcipllc.com | 11-50 | Investment Management | 🇺🇸 United States | 2018 |
| Clarity Financial Planners |
|
1-10 | Financial Services | 🇺🇳 - | 2015 |
| The National Bank Of Indianapolis |
|
201-500 | Banking | 🇺🇸 United States | 1993 |
| Retirement Corporation Of America |
|
11-50 | Investment Management | 🇺🇸 United States | 1988 |
| Gerber Kawasaki Wealth & Investment… |
|
51-200 | Financial Services | 🇺🇸 United States | 2010 |
| Prime Capital Financial |
|
201-500 | Financial Services | 🇺🇸 United States | - |
| Prentice Financial Planning, LLC |
|
- | - | 🇺🇸 United States | - |
| Columbus Wealth Management |
|
1-10 | Financial Services | 🇺🇸 United States | 2021 |
| Evergreen Wealth (EGW) |
|
1-10 | Financial Services | 🇺🇸 United States | 1994 |
| Drake & Associates, LLC |
|
11-50 | Financial Services | 🇺🇸 United States | 2002 |
| The Pacific Financial Group, Inc. |
|
51-200 | Investment Management | 🇺🇸 United States | 1984 |
| Alliance Wealth Advisors, LLC |
|
1-10 | Financial Services | 🇺🇸 United States | - |
| IHT Wealth Management |
|
51-200 | Financial Services | 🇺🇸 United States | 2014 |
| Sand Hill Global Advisors |
|
11-50 | Investment Management | 🇺🇸 United States | 1982 |
| Advance Capital Management, Inc. |
|
51-200 | Financial Services | 🇺🇸 United States | 1986 |
| Shoreline Wealth Advisors |
|
11-50 | Financial Services | 🇺🇸 United States | 1998 |
| Vann Equity Management |
|
1-10 | Investment Management | 🇺🇸 United States | 2015 |
| CMC Financial Group | cmcfg.com | 1-10 | - | 🇺🇸 United States | - |
| Financial Enhancement Group, LLC |
|
11-50 | Financial Services | 🇺🇸 United States | 1997 |
| Destination Wealth Management |
|
51-200 | Financial Services | 🇺🇸 United States | 1986 |
| Bison Wealth - Detroit |
|
51-200 | Financial Services | 🇺🇸 United States | - |
| Schmitt Wealth Advisers |
|
1-10 | Investment Management | 🇺🇸 United States | 2015 |
| TLWM Financial |
|
11-50 | Financial Services | 🇺🇸 United States | 2005 |
| Main Street Financial Solutions LLC |
|
51-200 | Financial Services | 🇺🇸 United States | 2002 |
| Greystone Financial Group LLC |
|
11-50 | Financial Services | 🇺🇸 United States | - |
| Gardius Wealth Advisors | gardius.com | 1-10 | Financial Services | 🇺🇸 United States | - |
| Brookstone Capital Management |
|
51-200 | Investment Management | 🇺🇸 United States | 2006 |
| Premium Alliance Usa | premiumalliance.com | 11-50 | Financial Services | 🇺🇸 United States | - |
| Arrow Wealth Advisors |
|
1-10 | Financial Services | 🇺🇸 United States | 2017 |
| Brookstone Insurance Group |
|
11-50 | Financial Services | 🇺🇸 United States | 2018 |
| Prime Capital Retirement |
|
51-200 | Financial Services | 🇺🇸 United States | - |
| Oldfather Financial Services |
|
1-10 | Financial Services | 🇺🇸 United States | 1992 |
A sample of enriched company profiles. Full exports include company, social, and spend signals on every domain.
Put it to work
All 539 of these sites already run Orion Advisor, with the financial services segment leading at 248 sites. Pitch the products and services that fit that exact stack.
Selling TradingView, Embed Widget Ticker Tape, or another Finance Software product? These 539 Orion Advisor users are your displacement audience, filterable by country and company size.
Top markets for Orion Advisor: United States (98%), United Kingdom (0.4%), Canada (0.4%). Size the Finance Software market by geography before you build or invest.
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