Orion Subprocessors

orion.com Last scanned: Feb 9, 2026 View source page →

Fintech

Orion provides technology and services for wealth management, helping financial advisors and firms streamline their operations and enhance client experiences.

Subprocessors 25 Data Flow Change History 2 Insights View Companies Using Orion 0

Name	Category	Purpose	Country	Data Processed
6sense	Customer Engagement and Marketing Analytics	Customer engagement and marketing analytics services	United States	null
Absorb	Education tool platform	Education tool platform services	United States	null
Amazon Web Services	Cloud Infrastructure	Hosting provider services	United States	null
BluePay	Payment processing	Payment processing services	United States	null
Confluent	Data streaming services	Data streaming services	United States	null
Conga Composer	Communications provider	Communications services	United States	null
DataBricks	ETL Tool	ETL tool services	United States	null
Flyer Financial Technologies	Cloud-based trading provider	Cloud-based trading services	United States	null
Gainsight	In-application communications service	In-application communications services	United States	null
Glia	Digital communications provider	Digital communications services	United States	null
Global Relay	Compliance books & records	Compliance books and records services	United States	null
HighSpot	Communications provider	Communications services	United States	null
Iron Mountain	Data backup & storage	Data backup and storage services	United States	null
Microsoft Corporation	Cloud Infrastructure	Hosting, email, and data storage provider, MFA services	United States	null
Momentive.io	Survey tool	Survey tool services	United States	null
Nylas	Email, calendar, and contact sync technology provider	Email, calendar, and contact sync technology services	United States	null
OwnBackup	Data backup & storage	Data backup and storage services	United States	null
Paanini Inc. (dba JIFFY.ai)	Robotic process automation platform provider	Robotic process automation services	United States	null
Proofpoint	Email security	Email security services	United States	null
Salesforce	CRM	Cloud-based customer CRM services	United States	null
Sisense	Business analytics	Business analytics services	United States	null
Smartsheet	Work execution platform	Work execution platform services	United States	null
Tata Consultancy Services Limited	Data Reconciliation Operations; Client Support; QA; Devops; and Business Intelligence functions	Data reconciliation and client support services	India	null
Twilio	Communications	Multi-factor authentication and messaging services	United States	null
Workday	HR	Cloud-based employee and accounting CRM services	United States	null

United States 24
India 1

Subprocessors by Category

Category	Count
Cloud Infrastructure	2
Communications provider	2
Data backup & storage	2
Customer Engagement and Marketing Analytics	1
Education tool platform	1
Payment processing	1
Data streaming services	1
ETL Tool	1
Cloud-based trading provider	1
In-application communications service	1
Digital communications provider	1
Compliance books & records	1
Survey tool	1
Email, calendar, and contact sync technology provider	1
Robotic process automation platform provider	1
Email security	1
CRM	1
Business analytics	1
Work execution platform	1
Data Reconciliation Operations; Client Support; QA; Devops; and Business Intelligence functions	1
Communications	1
HR	1

No changes recorded yet. Changes will appear here after the next scan detects updates.

Summary

25 Total Subprocessors

2 Countries

22 Categories

96% in United States

Subprocessors by Country

Subprocessors by Category

Biggest overlap with

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