HiddenLevers

HiddenLevers, founded in the early 2010s, was a financial technology company specializing in risk management and scenario analysis tools for financial advisors.

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Provides risk management and scenario analysis tools for financial advisors.

HiddenLevers, founded in the early 2010s, was a financial technology company specializing in risk management and scenario analysis tools for financial advisors. The company was acquired by Orion Advisor Solutions in 2022, marking a significant shift in its trajectory. HiddenLevers’ platform allowed advisors to model various financial scenarios, helping clients understand potential risks and outcomes.

The acquisition by Orion integrated HiddenLevers’ capabilities into Orion’s broader suite of wealth management tools, enhancing its offering for fiduciary advisors. Orion, which serves over 2,300 independent advisory firms and manages more than $3 trillion in assets under administration, positioned HiddenLevers’ technology as part of its Risk Intelligence solutions. This integration aimed to provide advisors with a more comprehensive toolkit for client engagement and risk assessment.

The acquisition also brought HiddenLevers’ $6 billion in TAMP assets under Orion’s umbrella, bolstering its market position. Post-acquisition, HiddenLevers continued to operate as a standalone brand within Orion’s portfolio, ensuring continuity for existing clients. The move reflected Orion’s strategy to consolidate its position as a leading provider of wealthtech solutions, particularly in the risk management space. HiddenLevers’ technology, now rebranded as Orion Risk Intelligence, remains a critical component of Orion’s offerings, enabling advisors to better serve their clients with advanced risk modeling and scenario analysis tools.

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Who buys this

  • Independent financial advisors
  • Wealth management firms
  • Fiduciary advisors
  • Institutional investors

Strengths and what to watch

Strengths

  • Integration into Orion’s comprehensive wealth management suite enhances its utility.
  • Strong focus on risk modeling and scenario analysis, critical for financial planning.
  • Supports over $6 billion in TAMP assets, indicating significant market adoption.

Watch for

  • Potential challenges in maintaining brand identity post-acquisition.
  • Integration risks with Orion’s existing technology stack.
  • Dependence on Orion’s broader strategy for future development.

Key Information

Founded
2009
Headquarters
Atlanta

Frequently Asked Questions

What is HiddenLevers and what does it do?

HiddenLevers provides risk management and scenario analysis tools for financial advisors. Acquired by Orion in 2022, its platform models financial scenarios to help advisors assess client risks. Now rebranded as Orion Risk Intelligence, it integrates with Orion’s wealth management suite while maintaining standalone functionality. (47 words)

Why did Orion acquire HiddenLevers?

Orion acquired HiddenLevers to enhance its wealthtech offerings, integrating $6B in TAMP assets. The deal added advanced risk modeling to Orion’s suite, serving 2,300+ advisory firms. HiddenLevers’ scenario analysis tools complemented Orion’s existing solutions, creating a more comprehensive platform for fiduciary advisors. (46 words)

How does HiddenLevers help financial advisors?

HiddenLevers enables advisors to model various financial scenarios and assess portfolio risks. Its tools help explain potential outcomes to clients, supporting fiduciary decision-making. Post-acquisition, these capabilities integrate with Orion’s broader toolkit while maintaining specialized risk analysis features for independent advisors. (45 words)

Is HiddenLevers still available after Orion's acquisition?

Yes, HiddenLevers operates as a standalone brand within Orion’s portfolio, now rebranded as Orion Risk Intelligence. The core risk modeling functionality remains intact while benefiting from Orion’s infrastructure. Existing clients continue receiving scenario analysis tools with enhanced integration to Orion’s wealth management solutions. (48 words)

What types of firms use HiddenLevers technology?

Primary users include independent financial advisors, wealth management firms, and fiduciary advisors. The platform serves institutions managing over $6B in TAMP assets. Orion’s acquisition expanded access to its network of 2,300+ advisory firms while maintaining focus on risk-aware financial planning. (45 words)

What are HiddenLevers' key strengths for risk analysis?

HiddenLevers excels in scenario modeling and fiduciary risk assessment. Its integration with Orion’s suite adds scale without sacrificing specialized tools. The platform’s adoption across $6B in assets demonstrates proven utility for advisors needing to visualize financial outcomes and communicate risks effectively. (47 words)

Sources

  1. www.hiddenlevers.com — HiddenLevers rebranded as Orion Risk Intelligence post-acquisition.
  2. www.businesswire.com — Orion’s acquisition of TownSquare Capital, integrating $6 billion in TAMP assets.
  3. www.businesswire.com — Orion’s integration of Redtail CRM and client portal enhancements.
  4. finovate.com — Context on fintech innovations and market trends.