Orion

Financial ServicesNebraska, United States1001-5000 Employees

Orion operates in the wealth technology space, offering an integrated suite of connected technology and investment solutions on an open architecture platform. Its tech-enabled fiduciary process helps financial advisors attract new clients, connect planning goals to investment strategies, and support investors in pursuing their individual definitions of financial success. The company focuses on growth-minded advisors, shaping its product development and acquisition strategy to meet their needs.

Its offerings are delivered through a family of brands—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital—that together form a platform that can be adopted wholly or used as stand-alone components to complement existing capabilities. Serving millions of technology accounts and thousands of independent advisory firms, Orion positions itself as a platform of choice for growth-focused practices aiming to strengthen client relationships, improve efficiency, and gain a competitive edge. The firm is based in Omaha, Nebraska, and operates within the financial services industry.

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