Orion Employee Directory

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.

Find Orion employees' phone numbers or email addresses

Orion Global Highlights

Location
Employees

North America
1.2K

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  • United States Of America
    1.2K
  • Mexico
    11
  • Canada
    8
  • Costa Rica
    2
  • Dominican Republic
    2
  • Nicaragua
    1

Asia
109

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  • India
    34
  • Pakistan
    14
  • Russian Federation
    13
  • Bangladesh
    9
  • China
    9
  • Indonesia
    6
  • Viet Nam
    5
  • United Arab Emirates
    4
  • Singapore
    3
  • Philippines
    3
  • Turkey
    2
  • Kyrgyzstan
    2
  • Kuwait
    1
  • Jordan
    1
  • Kazakhstan
    1
  • Saudi Arabia
    1
  • Lebanon
    1

Europe
107

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  • United Kingdom Of Great Britain And Northern Ireland
    24
  • France
    16
  • Netherlands
    11
  • Denmark
    7
  • Poland
    7
  • Spain
    6
  • Italy
    6
  • Portugal
    4
  • Germany
    3
  • Finland
    3
  • Serbia
    3
  • Romania
    3
  • Greece
    2
  • Cyprus
    2
  • Sweden
    2
  • Bulgaria
    1
  • Georgia
    1
  • Azerbaijan
    1
  • Moldova
    1
  • Hungary
    1
  • Lithuania
    1
  • Norway
    1
  • Ukraine
    1

South America
56

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  • Brazil
    34
  • Argentina
    8
  • Peru
    6
  • Colombia
    2
  • Chile
    2
  • Venezuela
    2
  • Ecuador
    2

Africa
23

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  • South Africa
    5
  • Angola
    4
  • Algeria
    2
  • Egypt
    2
  • Nigeria
    2
  • Kenya
    2
  • Côte D'ivoire
    1
  • Morocco
    1
  • Mozambique
    1
  • Cameroon
    1
  • Tanzania
    1
  • Zimbabwe
    1

Oceania
7

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  • New Zealand
    5
  • Papua New Guinea
    1
  • Australia
    1

Orion's Leadership

  • Stylized image of a person
    N. W.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    J. M.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    C.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    E. C.
    Chief Executive Officer
    Phone icon
  • Stylized image of a person
    T. H.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    B. P.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    J. L.
    Chief Human Resources Officer
    Phone icon
  • Stylized image of a person
    A. A.
    Chief Operating Officer
    Phone icon

Orion Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Product Management
  • Program & Project Management
  • Consultant
  • Other
  • Banking
  • Finance

Contact profiles from Orion

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    A. S.
    Founder
    Phone icon
    United StatesFlorida
    Sep 10, 2025
  • Stylized image of a person
    R. P.
    President, Wealth Management
    Phone icon
    United StatesTexas
    Apr 24, 2026
  • Stylized image of a person
    T. H.
    Chief Investment Officer
    Phone icon
    United StatesMississippi
    Apr 21, 2026
  • Stylized image of a person
    N. W.
    Chief Executive Officer
    Phone icon
    United StatesNebraska
    Apr 30, 2026
  • Stylized image of a person
    G. P.
    President
    Phone icon
    United StatesArkansas
    Apr 21, 2025
  • Stylized image of a person
    B. P.
    Chief Marketing Officer
    Phone icon
    United StatesNebraska
    Jun 08, 2026
  • Stylized image of a person
    J. M.
    Chief Executive Officer
    Phone icon
    United States
    Apr 30, 2026
  • Stylized image of a person
    J. L.
    Chief Human Resources Officer
    Phone icon
    United StatesNebraska
    Sep 24, 2025
  • Stylized image of a person
    A. A.
    Chief Operating Officer
    Phone icon
    United States
    Jun 01, 2026
  • Stylized image of a person
    M. A.
    Chief Compliance Officer, Ria/Bd
    Phone icon
    United StatesMissouri
    Sep 11, 2025

Frequently Asked Questions

What is Orion known for?

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Orion operates in the Financial Services industry. The company's main headquarters is located in 17605 Wright Street Omaha, Nebraska 68130 United States; you can contact the main corporate office by phone at . Explore Orion's company overview page for more information.

What is Orion's most common email format?

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

How many employees does Orion have currently?

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Orion has approximately 1.9K employees as of June 2026. These team members are located across 6 continents, including North AmericaAsiaEurope.

Who are Orion's key employees and leadership?

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As of June 2026, Orion's key employees include:

  • Chief Executive Officer: N. W.
  • Chief Executive Officer: J. M.
  • Chief Executive Officer: C.
  • Chief Executive Officer: E. C.
  • Chief Investment Officer: T. H.

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