ZoomInfo
Orion
Transfer contacts, companies, activities, and more from ZoomInfo to Orion. 6 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your ZoomInfo to Orion migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The leading go-to-market intelligence platform
ZoomInfo is a B2B sales intelligence and go-to-market platform providing verified contact and company data, buyer intent signals, and workflow automation to help sales and marketing teams find and engage decision-makers.
Industry-leading B2B contact database accuracy
WealthTech platform for financial advisors
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Industry's most-adopted CRM for financial advisors (via Redtail)
"WealthTech platform for financial advisors"
Orion Advisor Solutions is a comprehensive wealth technology platform that unifies portfolio management, financial planning, CRM, trading, and compliance tools for financial advisors. Following the acquisition of Redtail Technology, Orion offers the industry's most-adopted CRM deeply integrated with its full suite of advisor tools.
Ideal for: Financial advisors and RIAs seeking an integrated platform for portfolio management, financial planning, and client relationship management.
Industry's most-adopted CRM for financial advisors (via Redtail)
Integrated portfolio management, billing, and trading
Two-way Salesforce sync and Charles Schwab integration
Comprehensive compliance and reporting tools
Learn more at
orion.com
See exactly which data objects transfer from ZoomInfo to Orion
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from ZoomInfo to Orion.
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