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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 (most notably Carson Group and Focus Financial Partners).
Now the firm and its technology will be embedded into key areas of the well-known Orion tech stack, enabling that firm to compete all the more effectively with the likes of industry behemoth Envestnet and others.
Orion acquires risk management fintech
The platform it s buying, HiddenLevers, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
March 9, 2021 2 MINS
Orion Advisor Solutions announced Tuesday it has acquired HiddenLevers, joining a list of wealthtechs that have snatched up smaller fintech platforms in recent weeks.
Atlanta-based HiddenLevers, founded in 2009 by bootstrappers Raj Udeshi and Praveen Ghanta, allows advisers to perform portfolio- or security-level stress tests to measure sensitivity to macro-level risks.
The web-based risk management fintech contains dozens of hypothetical macro-level risk formulas, such as oil shocks, global conflicts or large swings in gold prices, as well as correlations among more than 100 economic indicators, industries and securities.
HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech
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ATLANTA, Jan. 21, 2021 /PRNewswire/ In the fintech arms race underway among asset managers, HiddenLevers, a leading tech platform in the space, announced new AM-centric workflows that turn the model construction process into an advisor-facing client experience.
HiddenLevers Introduces Model Improvement Workflow, a Breakthrough for Asset Manager Tech Fresh off a year of pandemic-era workshopping, we are helping asset managers reimagine their front office, said Raj Udeshi, HiddenLevers Founder. The asset managers investing in digital relationships are the shops seeing the highest advisor inflows. Digital experience is the only client experience now, and PM Consultants need us if there is no tete-a-tete engagement.
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