What departments does Orion Portfolio Solutions have?

Orion Portfolio Solutions has employees across 8 departments including Finance, Information Technology, Operations, Program & Project Management, Analytics.

What is the largest department at Orion Portfolio Solutions?

The largest department at Orion Portfolio Solutions is Finance with 5 employees.

Where are Orion Portfolio Solutions employees located globally?

Orion Portfolio Solutions has employees across 3 continents and 3 countries including Japan, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Orion Portfolio Solutions's team size changed over time?

Orion Portfolio Solutions's team has decreased from approximately 107 to 71 employees based on available data.

Orion Portfolio Solutions Employee Directory

Financial ServicesKentucky, United States51-200 Employees

Orion Portfolio Solutions operates in the financial services sector and is based in Hebron, Kentucky. The company offers a turnkey asset management program that combines intuitive technology, flexible investment options, and a robust support structure to help advisory practices run with greater confidence. Its stated aim is to simplify the process of building strong, profitable financial advisory businesses and to foster durable client relationships, supported by a mid-sized team.

Its target customers are financial advisors and wealth management platforms seeking to enhance client experiences and streamline business operations. A recent development includes a partnership with Docupace Technologies to automate workflows within Orion's wealth management platform, and the firm has been recognized as one of America's Best TAMPs for eight consecutive years.

Orion Portfolio Solutions Global Highlights

North America
82

United States Of America
82

Asia
1

Japan
1

Europe
1

United Kingdom Of Great Britain And Northern Ireland
1

Orion Portfolio Solutions's Leadership

W. C.
President
Mobile Phone
Email
M. F.
Owner
Mobile Phone
Email
K. K.
Regional Vice President
Mobile Phone
Email
K. G.
Director Of Client Services
Mobile Phone
Email
F. H. N.
Director Of Quantitative Strategies And Investment Risk
Mobile Phone
Email
C. F.
Director Of Information Technology
Mobile Phone
Email
L. L.
Director Of Operations
Mobile Phone
Email
B. W.
Manager, Enterprise Trading
Mobile Phone
Email

Orion Portfolio Solutions Employee Metrics

100%

50%

0%

2026

2025

Operations
Finance
Analytics
Consultant
Engineering
Other
Accounting
Banking
Entrepreneurship
Sales
Business Development
Information Technology

Contact profiles from Orion Portfolio Solutions

Name

Title

Contact Info

Location

Last Update

M. F.
Owner
Mobile Phone
Email
Oct 21, 2024
W. C.
President
Mobile Phone
Email
UNITED STATES
Mar 20, 2024
K. K.
Regional Vice President
Mobile Phone
Email
United States
Jun 01, 2026
K. G.
Director Of Client Services
Mobile Phone
Email
United StatesKentucky
Sep 11, 2025
F. H. N.
Director Of Quantitative Strategies And Investment Risk
Mobile Phone
Email
United StatesDelaware
Oct 17, 2025
C. F.
Director Of Information Technology
Mobile Phone
Email
United StatesKentucky
Mar 22, 2024
L. L.
Director Of Operations
Mobile Phone
Email
United StatesKentucky
Feb 18, 2026
B. W.
Manager, Enterprise Trading
Mobile Phone
Email
United StatesColorado
Aug 10, 2025
T. L.
Quantitative Portfolio Manager
Mobile Phone
Email
United StatesNew York
Jan 28, 2026
R. H.
Service Team Manager
Mobile Phone
Email
United StatesNebraska
Oct 22, 2025

Frequently Asked Questions

What is Orion Portfolio Solutions known for?

Orion Portfolio Solutions was founded in 2001 operates in the Financial Services industry. The company's main headquarters is located in Hebron, Kentucky 41048 United States; you can contact the main corporate office by phone at

+1-859-426-****

. Explore Orion Portfolio Solutions's company overview page for more information.

What is Orion Portfolio Solutions's most common email format?

Orion Portfolio Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Orion Portfolio Solutions email formats with LeadIQ.

How many employees does Orion Portfolio Solutions have currently?

Orion Portfolio Solutions has approximately 89 employees as of April 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Orion Portfolio Solutions's key employees and leadership?

As of April 2026, Orion Portfolio Solutions's key employees include:

President: W. C.
Owner: M. F.
Regional Vice President: K. K.
Director Of Client Services: K. G.
Director Of Quantitative Strategies And Investment Risk: F. H. N.

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Orion Portfolio Solutions Employee Directory

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