Best Orion alternatives in 2026

Looking for an alternative to Orion? Whether you've outgrown it, find the pricing steep, or just want to weigh your options, these are the strongest wealth management alternatives in 2026 — ranked on pricing, features, and who each one fits best. Orion itself starts at custom, so we've flagged where each option is cheaper, simpler, or more specialized.

1
Wealthbox
Best for: rias
CRM for financial advisors. A popular wealth management alternative to Orion — from $45/user/mo. Particularly strong for rias.
4.7From $45/user/moVisit
2
Altruist
Best for: rias
If Orion feels like overkill or over-budget, Altruist is a leaner option with a genuinely usable free tier. Custodian built for RIAs. Pricing: free.
4.6FreeVisit
3
Nitrogen
Best for: advisors
Nitrogen goes head-to-head with Orion on features. Risk and growth for advisors. Best suited to advisors. Custom.
4.4CustomVisit
4
Holistiplan
Best for: advisors
A well-rated wealth management pick. Tax planning for advisors. Holistiplan starts at from $499/yr, making it a credible Orion replacement.
4.8From $499/yrVisit
5
RightCapital
Best for: advisors
Financial planning software. A popular wealth management alternative to Orion — from $139/mo. Particularly strong for advisors.
4.7From $139/moVisit
6
Advyzon
Best for: independent-advisors
If Orion feels like overkill or over-budget, Advyzon is a leaner option. All-in-one advisor platform. Pricing: custom.
4.7CustomVisit
7
Addepar
Best for: family-offices
Addepar goes head-to-head with Orion on features. Wealth data and analytics. Best suited to family-offices. Custom.
4.4CustomVisit

Still considering Orion itself? Read our Orion review →

Frequently asked questions

What is the best Orion alternative?

Wealthbox is our top-rated Orion alternative for 2026. CRM for financial advisors. From $45/user/mo.

Is there a free Orion alternative?

Yes — Altruist offers a free tier you can start on without a credit card.

Why switch from Orion?

Common reasons are price, a simpler feature set, better fit for a specific use case, or platform support. Each tool above notes where it has an edge over Orion.