Orion Integration HiddenLevers is now part of the Orion ecosystem through a 2021 acquisition, creating a direct path to deeper integration with Orion Advisor Solutions’ wealthtech platform and access to Orion’s advisor network for cross-sell of stress testing and risk monitoring capabilities.

Client Risk Education Advisors require client-friendly risk explanations; HiddenLevers’ stress testing and macro scenario toolkit enables intuitive demonstrations of risk and hedging strategies, presenting a clear upsell to advisory practices seeking fiduciary-grade client experience.

AM Workflows The launch of AM-centric workflows that turn model construction into an advisor-facing client experience signals a product-market fit for asset managers and RIAs focusing on tactical asset allocation, offering a growth vector through these client-ready features.

Distribution via Orion The acquisition provides a ready-made go-to-market channel via Orion’s platform, enabling faster scale within established wealth-management client bases and potential co-selling opportunities.

Growth Opportunity With modest revenue and a small team, HiddenLevers offers a scalable SaaS opportunity that can accelerate growth through enterprise deals and platform integrations with larger advisory firms.