Insights

Comprehensive Wealth Tech Orion Advisor Solutions offers an all-in-one platform that seamlessly integrates technology, investment options, and support, making it an attractive solution for financial advisory firms seeking to streamline operations and enhance client offerings.

Strong Industry Collaborations Recent partnerships with firms like Landaas & Company, Victory Financial Group, and Aurora Asset Management highlight Orion’s ability to expand its market reach and integrate with diverse financial service providers, presenting opportunities to target firms seeking similar collaborations.

Integration with Major Platforms Orion's recent integrations with Charles Schwab, Voya Investments, and MassMutual demonstrate its capability to connect with leading financial institutions, opening avenues to engage other institutions interested in collaborative wealth management and platform integration.

Growing Market Presence With revenues estimated between $50 million and $100 million and a client base that includes notable partnerships, Orion is positioned as a leading wealthtech provider, making it a compelling prospect for firms looking to adopt innovative advisor technology solutions.

Focus on Advisor Growth Orion's emphasis on empowering growth-focused advisors and offering customizable, flexible technology indicates a strategic opportunity to target advisory firms aiming to modernize and scale their practices through advanced technological capabilities.

Orion Advisor Solutions Tech Stack

Orion Advisor Solutions uses 8 technology products and services including Workday Recruiting, Netsparker, WordPress, and more. Explore Orion Advisor Solutions's tech stack below.

  • Workday Recruiting
    Applicant Tracking Systems
  • Netsparker
    Application Security Testing
  • WordPress
    Content Management System
  • XML
    Data Management
  • Google Fonts API
    Font Scripts
  • Angular
    Javascript Frameworks
  • Microsoft
    Miscellaneous
  • Linux
    Programming Languages

Media & News

Orion Advisor Solutions's Email Address Formats

Orion Advisor Solutions uses at least 1 format(s):
Orion Advisor Solutions Email FormatsExamplePercentage
First.Last@orion.comJohn.Doe@orion.com
90%
First@orion.comJohn@orion.com
7%
FirstL@orion.comJohnD@orion.com
2%
FLast@orion.comJDoe@orion.com
1%

Frequently Asked Questions

Where is Orion Advisor Solutions's headquarters located?

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Orion Advisor Solutions's main headquarters is located at 17605 Wright Street Omaha, Nebraska 68130 United States. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Orion Advisor Solutions's official website and social media links?

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Orion Advisor Solutions's official website is orion.com and has social profiles on LinkedIn.

What is Orion Advisor Solutions's NAICS code?

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Orion Advisor Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Orion Advisor Solutions have currently?

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As of December 2025, Orion Advisor Solutions has approximately 1K employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Behavioral Officer: D. C.Chief Information Security Officer: J. O.Chief Marketing Officer: B. J.. Explore Orion Advisor Solutions's employee directory with LeadIQ.

What industry does Orion Advisor Solutions belong to?

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Orion Advisor Solutions operates in the Financial Services industry.

What technology does Orion Advisor Solutions use?

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Orion Advisor Solutions's tech stack includes Workday RecruitingNetsparkerWordPressXMLGoogle Fonts APIAngularMicrosoftLinux.

What is Orion Advisor Solutions's email format?

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Orion Advisor Solutions's email format typically follows the pattern of First.Last@orion.com. Find more Orion Advisor Solutions email formats with LeadIQ.

When was Orion Advisor Solutions founded?

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Orion Advisor Solutions was founded in 2003.

Orion Advisor Solutions

Financial ServicesNebraska, United States1001-5000 Employees

Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. 

Orion’s technology, and suite of investment capabilities, can be tailored to the individual needs of every unique advisory model, providing the flexibility and choice to be adopted in its entirety or as components complementary to existing capabilities. Orion’s wealth management platform brings together the technology, flexible investment options and support in one seamless experience for advisors.

Combined, our technology and wealth management brand entities, Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments create a complete offering that empowers firms to attract new clients seamlessly; connect investment goals more meaningfully to strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success.

Our Values: One Orion | Innovate | Disrupt |  Win 
 
Learn more at www.orion.com.

•  •  •

Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.

Section iconCompany Overview

Headquarters
17605 Wright Street Omaha, Nebraska 68130 United States
Website
orion.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
1001-5000

Section iconFunding & Financials

  • $50M$100M

    Orion Advisor Solutions's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Orion Advisor Solutions's revenue is estimated to be in the range of $50M$100M

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