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Wealth Management Suite Orion Advisor Solutions offers a comprehensive wealth management platform that integrates technology, flexible investment options, and support in one seamless experience for advisors. This all-in-one solution can appeal to firms looking to enhance their client offerings and streamline operations.

Recent Investments Orion has been actively investing in various assets such as Fidelity MSCI, Lazard, Veralto, and Arcos Dorados. This pattern of investment activity indicates potential partnership opportunities for service providers catering to these industries seeking innovative tech solutions.

A La Carte Services By launching a suite of à la carte services, Orion enables advisors to customize their tech stack and wealth management solutions based on specific needs. This flexibility could attract firms looking for tailored solutions that align with their unique business requirements.

Executive Transition Brian McLaughlin, co-founder of CRM software developer Redtail Technology, recently left Orion Advisor Solutions. This leadership change presents an opportunity for other companies in the financial services sector to engage with Brian and explore potential collaboration or business opportunities.

Diverse & Inclusive Workforce Orion is committed to fostering a diverse and inclusive workforce, ensuring equal opportunities for all individuals. Businesses focusing on diversity and inclusion initiatives can leverage Orion's approach as a benchmark for creating a more inclusive corporate culture.

Similar companies to Orion Advisor Solutions

Orion Advisor Solutions Tech Stack

Orion Advisor Solutions uses 8 technology products and services including Google Analytics, Facebook Pixel, SurveyMonkey, and more. Explore Orion Advisor Solutions's tech stack below.

  • Google Analytics
    Analytics
  • Facebook Pixel
    Analytics
  • SurveyMonkey
    Customer Feedback Management
  • Infoblox
    Domain Name Services
  • Vue.js
    Javascript Frameworks
  • 6sense
    Marketing Automation
  • MacOS
    Operating Systems & Computing Languages
  • Highspot
    Sales Enablement

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
91%
First@orion.comJohn@orion.com
6%
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 May 2022, Orion Advisor Solutions has approximately 1K employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: E. C.Chief Behavioral Officer: D. C.Chief Information Security Officer: J. O.. 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 Google AnalyticsFacebook PixelSurveyMonkeyInfobloxVue.js6senseMacOSHighspot.

What is Orion Advisor Solutions's email format?

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Orion Advisor Solutions's email format typically follows the pattern of . 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.

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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

Section iconFunding & Financials

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