Orion vs Wealthbox
Updated June 2026 · A structured head-to-head comparison.
The verdict
Both Orion and Wealthbox are credible wealth management tools, and the right pick comes down to your priorities.
Orion — Tech platform for advisors.
Choose Wealthbox if you'd rather have a lower starting price (from $45/user/mo), a longer free trial (14 days) and a higher overall rating (4.7/5). CRM for financial advisors.
Orion vs Wealthbox: side by side
| Dimension | Orion | Wealthbox |
|---|---|---|
| Starting price | Custom | From $45/user/moWinner |
| Free plan | No | No |
| Free trial | — | 14 daysWinner |
| Pricing model | Subscription | Subscription |
| Best for | Rias, Advisors | Rias, Advisors |
| Platforms | Web, Ios, Android | Web, Ios, Android |
| Rating | 4.2/5 | 4.7/5Winner |
Orion key facts
- Vendor
- Orion Advisor Solutions
- Pricing
- Subscription — Custom
- Free tier
- No
- Platforms
- Web, Ios, Android
- Best for
- Rias, Advisors
- Editor rating
- 4.2 / 5
- Founded
- 1999
- Headquarters
- Omaha, NE, USA
Wealthbox key facts
- Vendor
- Starburst Labs
- Pricing
- Subscription — From $45/user/mo
- Free tier
- Free trial (14 days)
- Platforms
- Web, Ios, Android
- Best for
- Rias, Advisors
- Editor rating
- 4.7 / 5
- Founded
- 2014
- Headquarters
- Providence, RI, USA
Frequently asked questions
Is Orion better than Wealthbox?
Neither is universally better — Wealthbox edges ahead on overall rating, but the best choice depends on price, platforms, and your use case. See the side-by-side table above.
Is Orion or Wealthbox cheaper?
Wealthbox is the more affordable of the two to get started, at from $45/user/mo. Orion starts at custom; Wealthbox starts at from $45/user/mo.
Can Orion replace Wealthbox?
Yes for most teams — both are wealth management tools with heavily overlapping features. The main trade-offs are pricing and platform support, covered in the comparison above.