Insights

Recognition and Stability As a consistent recipient of awards for being one of America's Best TAMPs for eight consecutive years, Orion Portfolio Solutions demonstrates industry recognition and a stable, reputable market position, which can be leveraged to build trust with prospective partners and clients.

Technology Integration The company utilizes a range of modern, accessible technologies including workflow automation through partnerships like Docupace Technologies, indicating openness to innovative solutions that can enhance operational efficiency and client experiences.

Strategic Asset Investments Orion Portfolio Solutions actively manages a diverse investment portfolio across various ETFs and equities, showcasing their strategic approach to asset management, which appeals to investors seeking expert-managed, diversified investment opportunities.

Market Positioning With revenue estimates between $100 million and $250 million and a focused target market in financial advisory services, Orion is positioned as a mid-sized firm, offering substantial opportunities for growth and partnerships with firms seeking to expand their asset management capabilities.

Client-Centric Mission The company's core mission to empower financial advisors and enhance client experiences highlights potential sales opportunities in solutions that support advisory practice growth, client engagement, and operational confidence.

Orion Portfolio Solutions Tech Stack

Orion Portfolio Solutions uses 8 technology products and services including Twemoji, Google Fonts API, FingerprintJS, and more. Explore Orion Portfolio Solutions's tech stack below.

Twemoji
Font Scripts
Google Fonts API
Font Scripts
FingerprintJS
Javascript Libraries
jQuery
Javascript Libraries
OWL Carousel
Javascript Libraries
Select2
Javascript Libraries
PHP
Programming Languages
Yoast SEO
Search Engines

Media & News

Orion Portfolio Solutions's Email Address Formats

Orion Portfolio Solutions uses at least 2 format(s):

Orion Portfolio Solutions Email Formats	Example	Percentage
FirstL@ftjfundchoice.com	JohnD@ftjfundchoice.com	40%
First.Last@ftjfundchoice.com	John.Doe@ftjfundchoice.com	37%
FLast@ftjfundchoice.com	JDoe@ftjfundchoice.com	23%

Frequently Asked Questions

Where is Orion Portfolio Solutions's headquarters located?

Orion Portfolio Solutions's main headquarters is located at Suite 102, Hebron, KY 41048, US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Orion Portfolio Solutions's phone number?

You can contact Orion Portfolio Solutions's main corporate office by phone at

+1-859-426-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Orion Portfolio Solutions's stock symbol?

Orion Portfolio Solutions is a publicly traded company; the company's stock symbol is N/A.

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

Orion Portfolio Solutions's official website is orionportfoliosolutions.com and has social profiles on LinkedIn.

What is Orion Portfolio Solutions's NAICS code?

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

How many employees does Orion Portfolio Solutions have currently?

As of October 2025, Orion Portfolio Solutions has approximately 92 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Owner: M. F.President: W. C.Regional Vice President: K. K.. Explore Orion Portfolio Solutions's employee directory with LeadIQ.

What industry does Orion Portfolio Solutions belong to?

Orion Portfolio Solutions operates in the Financial Services industry.

What technology does Orion Portfolio Solutions use?

Orion Portfolio Solutions's tech stack includes TwemojiGoogle Fonts APIFingerprintJSjQueryOWL CarouselSelect2PHPYoast SEO.

What is Orion Portfolio Solutions's email format?

Orion Portfolio Solutions's email format typically follows the pattern of FirstL@ftjfundchoice.com. Find more Orion Portfolio Solutions email formats with LeadIQ.

When was Orion Portfolio Solutions founded?

Orion Portfolio Solutions was founded in 2001.

Orion Portfolio Solutions

Financial ServicesUnited States51-200 Employees

Orion Portfolio Solutions exists to make building strong and profitable financial advisory businesses simpler than ever, so you can get back to creating healthy and long-lasting client relationships.

 

We are led by a mission to help advisors create better client experiences. The role you play in your clients’ lives is vitally important. We believe that whole-heartedly. We also believe that the best way we can help improve their investment experience is to empower you to manage every facet of your business with confidence.

 

To do that, we pair powerful and intuitive technology with flexible investment options, supported by an accessible, yet robust support structure in one turnkey asset management program (TAMP).