Eric Clarke is the founding CEO of Orion Advisor Tech, launching the firm in 1999 to provide portfolio accounting software to help independent financial advisors scale their businesses. Eric retired as Orion’s CEO in 2023 and continues to serve as an active member of the Board of Directors. ...more

Eric Clarke is the founding CEO of Orion Advisor Tech, launching the firm in 1999 to provide portfolio accounting software to help independent financial advisors scale their businesses. Eric retired as Orion’s CEO in 2023 and continues to serve as an active member of the Board of Directors. Over Eric’s nearly 25 years of leadership, the firm grew and evolved into Orion Advisor Solutions - a premier provider of wealthtech solutions for fiduciary advisors. Today, Orion supports over five million technology accounts and thousands of independent advisory firms with an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Eric guided Orion through two rounds of private equity capital and seven major acquisitions between 2018 and 2022 and integrated these critical pieces of cutting-edge wealthtech into Orion’s ecosystem, including FTJ FundChoice, Advizr, Brinker Capital, HiddenLevers, BasisCode Compliance, Redtail Technology and TownSquare Capital. By integrating these disparate systems, Orion addressed advisors’ biggest pain point – disconnected technology. As a visionary leader and prominent voice in the financial advisory industry, Eric is at the forefront of advancing and transforming the RIA and wealthtech industries. He has written frequent articles that have appeared in InvestmentNews and The Journal of Financial Planning. Eric has received numerous industry awards including WealthManagement’s CEO of the Year for 2022, ThinkAdvisor’s IA25 multiple times, received a Luminaries award in 2022 and an InvestmentNews’ Icon & Innovators Award in 2019, lead the Orion team to four Wealthies Awards in 2023, and received the T3 Lifetime Achievement Award in 2024. In addition to his role on Orion's board, Eric has been serving as a board trustee for the Foundation for Financial Planning since 2020. This 501(c)(3) nonprofit organization is committed to broadening access to pro bono financial planning for individuals facing crises or in need. Eric also holds positions on the board Signature FD and he serves on the advisory board of LifeX. Additionally, he contributes his expertise as an Operating Advisor for Constellation Wealth Capital and Senior Advisor to McKinsey & Company. Eric holds a Bachelor of Science in Accounting and Information Systems from Brigham Young University and earned his Master of Business Administration from the University of Utah.less