61
60
Growth Score
-6 pts
Heat Score
1 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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227224
Orion Advisor Technology is an accounting service bureau for financial advisors.
- Carlos Guillen: Senior Vice President Tech Products - Compliance
Hussain Zaidi: President - Financial Planning SolutionsPast Role: Advizr, Co-Founder & CEO
NorthStar Financial Services
About the Company
Orion Advisor Services is an accounting service bureau for financial advisors.
