Orion Hiddenlevers News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Riskalyze Launches 'The Risk Wars,' But Backtracks On Naming Names Riskalyze softens the edges of a marketing campaign targeting competitors, but as fintech firms' vie for more space in front of advisors, analysts say there may be more bumpy roads ahead. Forceful advocacy and strong opinions are no strangers in the world of wealth management, but rarely do those differences spill into public view. That changed on Tuesday as Riskalyze launched a marketing campaign targeting its competitors, by name, while accusing them of flawed methodologies that could prompt fiduciary liabilities on...

From portfolio stress tests to RIA business intelligence, the merger will help Orion compete with Envestnet. Eleven years after co-founders Praveen Ghanta and Raj Udeshi quietly launched their risk analytics platform startup HiddenLevers, the pair now find themselves announcing their firm's acquisition by a far larger entity: Orion Advisor Solutions. After a long stretch of steady, organic platform development and customer growth, the plucky little Decatur, Ga.–headquartered HiddenLevers has won over thousands of individual advisors and made several key partnerships and customer wins ...