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Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.
Our Mission: To leverage data, analysis and technology to connect organizations with their supporters and ensure every worthy mission is appropriately funded.
MG Stover & Co. was founded in 2007 by prior Big 4 auditors and fund operators. We are a fund accounting and administration company that uses highly specialized technology for portfolio and partnership accounting. We support a diverse range of clients including hedge funds, funds of funds, private equity & venture capital funds, and family offices. Each client is assigned a dedicated Account Manager who responsible for all aspects of the client/fund relationship including: fund operations, trade execution, NAV calculation and timely resolution of manager or investor inquires. MG Stover & Co. has proven expertise in customizing third party administration and/or middle office solutions for its clients, while executing the agreed upon responsibilities with the highest level of integrity and service.
Community Vision, formerly the Northern California Community Loan Fund, provides nonprofits & enterprises with strategic investment & guidance to deepen work, scale impact, & strengthen our communities.
University and Community Federal Credit Union is a Stillwater, OK-based company in the Financial Services sector.