Asset ManagementInvestmentsBizEquity Partners With Orion Advisor Services

FintecBuzz FintecBuzz9 months ago1719 min

BizEquity, the world’s leading online provider of business valuation big data has partnered with Orion Advisor Services, LLC (“Orion”), the premier portfolio management solution provider for registered investment advisors, to increase the service and support that advisors can offer to small business owners, including the ability to determine the true value of their businesses. Advisors can also use the tool to learn the valuation of their own practice, a vital piece of information as M&A activity intensifies in the financial services industry.

To build the integration, BizEquity partnered with Orion in a whirlwind, 48-hour hackathon on December 18-19, 2018.  Together, they rapidly transformed an industry observation during a keynote into a finished, tangible product for advisors, a testament to the skill and agility of the developers from both companies. The result is a single sign-on access to BizEquity’s valuation service within the Orion platform. Embedded within the Orion Client Portal, BizEquity’s company valuation questionnaire can easily be shared with clients at a fraction of the time and expense of a traditional valuation. BizEquity’s data-driven service compares a client’s business to more than 17 million others businesses spread across 30 key sectors.

Michael M. Carter, Founder & CEO of BizEquity, said:
“As the market leading resource to help advisors better care for and prospect for business owning clients, we are proud to partner with Orion. This integration is as much about technology as it is about our shared mission and culture of helping advisors win by better serving their clients.  Business owner capital accumulations represent one of the largest and last implemented solutions of the wealth technology revolution for advisors.”

Eric Clarke, CEO, Orion said:
“This integration spotlights a tremendous opportunity for advisors: we can expect $12 trillion of privately-owned business value to change hands in the coming years, but only 2 percent of business owners actually know the worth of their most important asset. By integrating BizEquity’s data-driven valuation experience into our platform, we’re giving our users the power to effectively stake their claim on a gold mine of potential value and fiduciary management in their practice.”

In addition to the integration, BizEquity and Orion will soon release a business owner resource center in a joint effort to better prepare advisors to capitalize on this huge opportunity.

To learn more about how Orion users can take advantage of BizEquity’s valuation service, register here for a Feb. 20th webinar.

BizEquity is the world’s leading provider of business valuation knowledge and big data.  BizEquity has valued over 33 million private businesses and distributes its patented cloud-based service through thousands of financial advisors to help better inform small businesses of their lending; insurance; and wealth management needs and potential.  BizEquity is headquartered in Wayne, Pennsylvania but has offices around the world in key markets such as London; Singapore; and Delhi.

Some noteworthy accomplishments for the company include BizEquity’s  CEO Michael M. Carter being named one of the top 100 leaders in Global Fintech; BizEquity being named one of the top 360 private companies by Entrepreneur Media;  and BizEquity winning the FinTech growth and innovation award from Bank Director.

For more information, please visit:

For further information, please contact:
Richard Morgan Evans / Pippa Wiltshire / Rhianna Miller
Sapience Communications:

About Orion
Orion Advisor Services, LLC is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm’s technology solutions empower more than $700 billion in AUA and over 2 million accounts. For more, please visit or follow our news and insights via our blog.

Kelly Waltrich
Chief Marketing Officer
Orion Advisor Services, LLC

SOURCE BizEquity

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