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Websites using Orion Advisor

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.

Download a free sample of the Orion Advisor websites list

Real rows from the list on this page. The file arrives by email.

  • 250 rows
  • 17 columns
  • CSV
Every column in the file
  • Popularity Rank
  • Domain
  • Company Name
  • Company Size
  • Year Founded
  • Industry
  • LinkedIn URL
  • Locality
  • Country
  • TLD
  • Language
  • Instagram
  • Twitter
  • YouTube
  • TikTok
  • Technologies Tracked
  • Premium Technologies

Column headings inside the file are written in English. Not every column is filled for every website.

A look at the file
DomainCompany NameTechnologies TrackedPremium Technologies +13 more columns
orion.com-7634
thecliffordgrp.comThe Clifford Group667
annexwealth.comAnnex Wealth Management8224
apellawealth.comApella Wealth5112

Up to 1M sites per list · Segment by country & TLD to cover the full footprint · Unlimited report rebuilds for 1 month

Live websites detected
539
Countries with usage
10
Top market: United States
🇺🇸 98%

Orion Advisor global heatmap

darker = more sites

Orion Advisor usage by country

by sites detected
  1. 01 🇺🇸 United States 527 98%
  2. 02 🇬🇧 United Kingdom 2 0.4%
  3. 03 🇨🇦 Canada 2 0.4%
  4. 04 🇵🇦 Panama 1 0.2%
  5. 05 🇦🇺 Australia 1 0.2%
  6. 06 🇫🇷 France 1 0.2%
  7. 07 🇸🇪 Sweden 1 0.2%
  8. 08 🇸🇬 Singapore 1 0.2%
  9. 09 🇱🇹 Lithuania 1 0.2%
  10. 10 🇭🇰 Hong Kong 1 0.2%

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Orion Advisor usage by country group

by sites detected
  1. 01 English-Speaking Countries 533 99.1%
  2. 02 North America 529 98.3%
  3. 03 Europe 5 0.9%
  4. 04 Western Europe 4 0.7%
  5. 05 European Union (EU) 3 0.6%
  6. 06 Asia-Pacific (APAC) 3 0.6%
  7. 07 Latin America (LATAM) 1 0.2%
  8. 08 Nordics 1 0.2%
  9. 09 Baltics 1 0.2%
  10. 10 Greater China 1 0.2%

Country 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%.

Top websites using Orion Advisor

by popularity
# Website Popularity StackSpend Country TLD
01 orion.com 311,432 $54.27K+ 🇺🇸 United States com
02 thecliffordgrp.com 621,442 $2.41K+ 🇺🇸 United States com
03 annexwealth.com 835,411 $123K+ 🇺🇸 United States com
04 apellawealth.com 922,452 $57.29K+ 🇺🇸 United States com
05 pciawealth.com 938,176 $3.1K+ 🇺🇸 United States com
06 azzadasset.com 1,017,185 $2.78K+ 🇺🇸 United States com
07 beaconinvesting.com 1,041,487 $2.86K+ 🇺🇸 United States com
08 clearstead.com 1,315,883 $13.22K+ 🇺🇸 United States com
09 brookstonecm.com 1,542,122 $1.52K+ 🇺🇸 United States com
10 bakerboyer.com 1,545,423 $4.58K+ 🇺🇸 United States com
11 tpfg.com 1,551,182 $4.47K+ 🇺🇸 United States com
12 soltisadvisors.com 1,577,749 $7.68K+ 🇺🇸 United States com
13 acadviser.com 1,590,969 $11.21K+ 🇺🇸 United States com
14 apellacapital.com 1,779,508 $1.26K+ 🇺🇸 United States com
15 cookewm.com 1,871,754 $1.12K+ 🇺🇸 United States com
16 ihtwealthmanagement.com 1,928,230 $186+ 🇺🇸 United States com
17 instituteforwealth.com 1,949,859 $234+ 🇺🇸 United States com
18 virtuecapitalmanagement.com 2,098,310 $122+ 🇬🇧 United Kingdom com
19 mswma.com 2,146,808 $3.34K+ 🇺🇸 United States com
20 grimesco.com 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.

Download the full list

Companies using Orion Advisor

sample, enriched
Company Website Employees Industry Country Founded
Financial Concepts - Mississippi fincon.net 11-50 Financial Services 🇺🇸 United States 1988
Arbor Private Wealth Llc arborpw.com - - 🇺🇸 United States -
PKS Investment Advisors LLC pksadvisors.com 1-10 Financial Services 🇺🇸 United States -
Grimes & Company grimesco.com 51-200 Investment Management 🇺🇸 United States 1985
Clearstead clearstead.com 201-500 Financial Services 🇺🇸 United States 1989
Benjamin F. Edwards benjaminfedwards.com 501-1000 Financial Services 🇺🇸 United States 2008
Silver Oak Securities, Inc. silveroaksecurities.com 51-200 Financial Services 🇺🇸 United States 1999
OARS Capital oarscapital.com - - 🇺🇳 - -
WealthCare Investment Partners, A… wcipllc.com 11-50 Investment Management 🇺🇸 United States 2018
Clarity Financial Planners clarityfinancialplanners.com 1-10 Financial Services 🇺🇳 - 2015
The National Bank Of Indianapolis nbofi.com 201-500 Banking 🇺🇸 United States 1993
Retirement Corporation Of America rca-online.com 11-50 Investment Management 🇺🇸 United States 1988
Gerber Kawasaki Wealth & Investment… gerberkawasaki.com 51-200 Financial Services 🇺🇸 United States 2010
Prime Capital Financial primefinancial.com 201-500 Financial Services 🇺🇸 United States -
Prentice Financial Planning, LLC prenticefp.com - - 🇺🇸 United States -
Columbus Wealth Management cbuswm.com 1-10 Financial Services 🇺🇸 United States 2021
Evergreen Wealth (EGW) egwadvisors.com 1-10 Financial Services 🇺🇸 United States 1994
Drake & Associates, LLC drakeandassociates.net 11-50 Financial Services 🇺🇸 United States 2002
The Pacific Financial Group, Inc. tpfg.com 51-200 Investment Management 🇺🇸 United States 1984
Alliance Wealth Advisors, LLC alliancewealthadvisors.com 1-10 Financial Services 🇺🇸 United States -
IHT Wealth Management ihtwealthmanagement.com 51-200 Financial Services 🇺🇸 United States 2014
Sand Hill Global Advisors sandhillglobaladvisors.com 11-50 Investment Management 🇺🇸 United States 1982
Advance Capital Management, Inc. acadviser.com 51-200 Financial Services 🇺🇸 United States 1986
Shoreline Wealth Advisors shoreline-llc.com 11-50 Financial Services 🇺🇸 United States 1998
Vann Equity Management vannequitymanagement.com 1-10 Investment Management 🇺🇸 United States 2015
CMC Financial Group cmcfg.com 1-10 - 🇺🇸 United States -
Financial Enhancement Group, LLC yourlifeafterwork.com 11-50 Financial Services 🇺🇸 United States 1997
Destination Wealth Management destinationwm.com 51-200 Financial Services 🇺🇸 United States 1986
Bison Wealth - Detroit bisonwealth.com 51-200 Financial Services 🇺🇸 United States -
Schmitt Wealth Advisers schmittwealthadvisers.com 1-10 Investment Management 🇺🇸 United States 2015
TLWM Financial tlwmfinancial.com 11-50 Financial Services 🇺🇸 United States 2005
Main Street Financial Solutions LLC msfsolutions.com 51-200 Financial Services 🇺🇸 United States 2002
Greystone Financial Group LLC greystonefg.com 11-50 Financial Services 🇺🇸 United States -
Gardius Wealth Advisors gardius.com 1-10 Financial Services 🇺🇸 United States -
Brookstone Capital Management brookstonecm.com 51-200 Investment Management 🇺🇸 United States 2006
Premium Alliance Usa premiumalliance.com 11-50 Financial Services 🇺🇸 United States -
Arrow Wealth Advisors arrowwealthadvisors.com 1-10 Financial Services 🇺🇸 United States 2017
Brookstone Insurance Group brookstoneinsurancegroup.com 11-50 Financial Services 🇺🇸 United States 2018
Prime Capital Retirement qualifiedplanadvisors.com 51-200 Financial Services 🇺🇸 United States -
Oldfather Financial Services oldfatherfinancial.com 1-10 Financial Services 🇺🇸 United States 1992

A sample of enriched company profiles. Full exports include company, social, and spend signals on every domain.

Orion Advisor usage by industry

by TLD segment
  1. 01 Financial Services 248 66.5%
  2. 02 Investment Management 80 21.4%
  3. 03 Financial Services 24 6.4%
  4. 04 Investment Management 8 2.1%
  5. 05 Investment Banking 2 0.5%
  6. 06 Banking 2 0.5%
  7. 07 Consumer Electronics 1 0.3%
  8. 08 Sporting Goods 1 0.3%
  9. 09 Human Resources Services 1 0.3%
  10. 10 Venture Capital and Private Equity Principals 1 0.3%

Orion Advisor industry distribution chart

share by domain segment

Orion Advisor users by company revenue

275 companies

Orion Advisor market share in Finance Software

vs related technologies

Detected live sites per technology in the Finance Software segment. Orion Advisor is highlighted.

Put it to work

What teams do with the Orion Advisor list

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.

Competitor analysis

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.

Market research

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.

Free for non-profits, academia & data journalists - non-commercial and public-interest use, on request.

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