On the Record · Orion
Orion competitors, on the record
The companies whose own annual reports name Orion as a competitor, each with the sentence it appears in and the filing it came from.
Who Orion names
Orion’s annual reports for 2023 to 2025 describe its competition by kind of business and do not name competing companies.
Who names Orion
Companies whose own annual reports name Orion as a competitor.
Word for word“Principal competitors include investment advisory platform providers, such as Envestnet and Orion, as well as diversified firms that focus on custody operations, such as Charles Schwab & Co., Inc., and Fidelity Investments.” 10-K for 2025
Word for word“Our competitors include Envestnet, Orion, Addepar, SEI’s wealth management platform and custodians such as Charles Schwab, Fidelity and Raymond James.” 10-K for 2025
Read from Orion’s annual reports (10-K for 2025, 10-K for 2024, 10-K for 2023) and the financial data it files with the SEC, as of 2026-02-17. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.