Orion Advisor Solutions Email Format

Financial ServicesNebraska, United States1001-5000 Employees

Orion Advisor Solutions is a financial services company headquartered in Omaha, Nebraska, at 17605 Wright Street, with a website at https://orion.com and a workforce of 1,001-5,000 employees. The firm provides an all-in-one advisor platform that blends technology and wealth management capabilities, with the brands Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments to support growth-focused advisory firms. The platform is designed to be flexible, allowing firms to adopt its technology and investment capabilities in full or as components that complement existing capabilities, and to connect investment goals with strategies and outcomes. Orion emphasizes values including One Orion, Innovate, Disrupt, and Win, and commits to a diverse and inclusive workforce. In 2026, Orion expanded its footprint with a new office in King of Prussia, Pennsylvania as part of an AI-native workforce strategy, and announced leadership appointments including Yi-Ching Wu as Executive Vice President of Wealth Management Product and Platform and Jeff Schwantz as Executive Vice President of Wealth Management Sales, as well as integrations with Flourish Financial and VanEck.

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