Orion Wealthtech Platform with Denali AI

Orion Advisor Solutions is a US wealthtech provider headquartered in Omaha, Nebraska, according to its press boilerplate. It offers independent advisors, RIAs, broker-dealers, banks, trust companies and family offices a combined platform for portfolio accounting, planning, CRM, trading, compliance and reporting.

The platform covers portfolio accounting, Redtail CRM, trading, compliance, risk intelligence, planning, client and advisor portals, plus the Denali data layer and Denali AI introduced in February 2026. On the wealth management side it offers TAMP, OCIO, custom indexing and a trade desk, with 100+ integration partners and $6.6 trillion in assets under administration reported in July 2026.

• Portfolio accounting: reporting and accounting across advisor-managed assets.
• Redtail CRM: client relationship management for investment professionals.
• Trading and compliance: trading, compliance and risk intelligence tools.
• Planning and portals: financial planning with client and advisor portals.
• Denali data layer and AI: governed intelligence connecting Orion and third-party systems.
• Wealth management: TAMP, OCIO, custom indexing and trade desk services.

Vietnamese wealth management arms of banks could use the unified accounting, planning and portal model as a design reference for private client services. Firms advising US-resident clients could run reporting through a US advisor stack.

Combines accounting, CRM, planning, trading and compliance in one platform, which lowers the number of vendors an advisory firm manages. Denali AI features are built into every product at no extra cost per the July 2026 release. ISO/IEC 42001 certification for AI management and SOC 2 compliance are stated. Reported scale is 8.6 million technology accounts.

Advisory technology is consolidating into all-in-one platforms with embedded AI and governed data layers. Asian wealth managers and banks expanding advisory services face similar pressure to unify accounting, CRM and reporting, though Orion focuses on US advisors and custodians.

Headquartered in Omaha, Nebraska. Denali AI launched February 2026 and the company reported ISO 42001 certification in July 2026.