Orca works on your business
while you run it

Grow profit. Save time. Increase business value. Without adding more to your plate.

Explore Our Solutions

279% average increase in client equity value with our proven advisory methodology

Your business advisor
that never stops working

With Orca Advisor, you get continuous, ongoing support across every area of your business. We diagnose challenges, build strategy, do the ongoing work, and keep you moving ahead.

Not just another dashboard. Not just another report.

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Diagnoses

Finds the real root cause holding your business back.

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Builds

A prioritized 12-month plan tied to the value gap in your business.

Does the Work icon

Does the Work

Every tool, template, and framework you need, ready when you are. We do the heavy lifting. You make the decisions.

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Moves Ahead

Brings the next decision to you before you have to ask.

Business owners deserve better than siloed advice and generic benchmarks.

You need a partner who understands the complete picture—how your tax strategy affects capital decisions, how people systems impact growth, and where the real leverage points are in your business. That's what Orca delivers.

Orca Overall Business Score
Financial Performance Analysis
“The business insights report caused us to start having conversations about our business that we have needed to have for awhile. It correctly pinpointed the areas we needed to work on and helped us have a plan for addressing them.”

Lisa Courter, United Gold Buyers

Continuous insight across your entire business

The Orca Advisor subscription gives you ongoing access to AI-powered intelligence across all 7 key areas of your business. Start with a comprehensive snapshot or jump straight into continuous support.

Get insights across all 7 areas:

Tax strategyCapital allocationBusiness strategyRisk managementLegacy & estate planningPeople and operationsCFO
Start Your Insights Report — $300

or explore our subscription at $200/month

FAQ

Orca Insights Reports are $300. Monthly subscriptions to your AI advisor are $200/month. Visit our pricing page for more details.View full pricing
Most SMBs will receive exceptional value using the Orca Advisor Platform, but Orca Advisor is especially well-suited to founders looking to build long-term value and are ready to move beyond status quo of business planning.
Orca Advisor is an AI-powered platform that integrates business and personal finance to assess the complete health of your business and avoid conflicting advice from multiple siloed advisors like a tax professional, CFO, or financial advisor. Our subscription model means you have access to expert guidance whenever you need it—not just when you can afford to pay for consulting hours.
Orca provides real-time visibility into the health of their SMB portfolio so that they can proactively provide services, manage risk, and foster stronger customer relationships. For more information, visit our partners page.Learn about banking partnerships
Absolutely! The Orca Advisor platform provides deep insights into the health of your clients and can help you provide comprehensive, actionable advice. Visit our partners page to learn more.Learn about advisor partnerships
Our architecture is designed for us to be able to get a SOC2 audit completed. This includes things like 2FA, encrypted data and other things. We will be working to get our SOC2 audited completed soon.Review our privacy policy
Orca Advisor

You don't need more to manage.
You need momentum.

Orca helps you focus on what matters and move your business forward.

Get Started