Insights

Integration Growth Recent strategic integrations with major firms like Charles Schwab, Voya Investments, and MassMutual demonstrate Orion’s commitment to expanding its technology ecosystem, offering opportunities to target firms seeking seamless platform integrations for enhanced advisor support.

Product Expansion The launch of an all-in-one wealthtech platform and a comprehensive suite of outsourcing solutions indicates Orion's focus on providing scalable, flexible tools for RIAs, presenting sales prospects in firms looking to streamline operations and increase efficiency.

Technology Adoption Orion’s utilization of advanced tech stacks such as Angular, Workday, and Linux showcases its innovative approach, appealing to firms interested in modern, customizable technology solutions to enhance their client offerings.

Client Acquisition Focus With a platform designed to attract new clients and enable advisors to connect investment goals with outcomes, there is a clear opportunity to target firms seeking enhanced client engagement and growth strategies.

Financial Opportunities Generating substantial revenue in the range of 100 to 250 million dollars and actively investing in diverse assets, Orion presents potential partnerships for asset management firms interested in expanding their product range and leveraging Orion’s technology infrastructure.

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 US. 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 September 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

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 US
Website
orion.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
1001-5000

Section iconFunding & Financials

  • $100M$250M

    Orion Advisor Solutions's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Orion Advisor Solutions's revenue is estimated to be in the range of $100M$250M

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