Orion logo

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
1.8K

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  • United States Of America
    1.8K
  • Mexico
    28
  • Canada
    20
  • Costa Rica
    3
  • Dominican Republic
    2
  • Nicaragua
    1
  • Jamaica
    1

Europe
328

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  • Finland
    133
  • United Kingdom Of Great Britain And Northern Ireland
    40
  • France
    27
  • Italy
    24
  • Netherlands
    19
  • Poland
    11
  • Spain
    10
  • Denmark
    8
  • Germany
    8
  • Greece
    6
  • Sweden
    5
  • Ukraine
    4
  • Portugal
    4
  • Hungary
    3
  • Romania
    3
  • Georgia
    3
  • Bulgaria
    3
  • Lithuania
    2
  • Croatia
    2
  • Albania
    2
  • Switzerland
    2
  • Serbia
    2
  • Norway
    2
  • Cyprus
    2
  • Belgium
    1
  • Moldova
    1
  • Azerbaijan
    1

Asia
284

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  • India
    154
  • Russian Federation
    25
  • Pakistan
    17
  • China
    17
  • Viet Nam
    14
  • Singapore
    10
  • Bangladesh
    10
  • Philippines
    7
  • United Arab Emirates
    6
  • Indonesia
    6
  • Turkey
    5
  • Malaysia
    3
  • Israel
    2
  • Kyrgyzstan
    2
  • Saudi Arabia
    1
  • Jordan
    1
  • Iran
    1
  • Kuwait
    1
  • Lebanon
    1
  • Kazakhstan
    1

South America
96

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  • Brazil
    59
  • Peru
    15
  • Argentina
    9
  • Venezuela
    4
  • Chile
    3
  • Colombia
    3
  • Ecuador
    2
  • Suriname
    1

Africa
34

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  • South Africa
    9
  • Angola
    7
  • Kenya
    3
  • Nigeria
    3
  • Egypt
    3
  • Algeria
    2
  • Tanzania
    1
  • Benin
    1
  • Mozambique
    1
  • Morocco
    1
  • Côte D'ivoire
    1
  • Cameroon
    1
  • Zimbabwe
    1

Oceania
13

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  • New Zealand
    9
  • Australia
    3
  • Papua New Guinea
    1

Orion's Leadership

  • Ceo & Founder at Orion
    K. S.
    Ceo & Founder
  • Chief Impact Officer at Orion
    M. O. G. A.
    Chief Impact Officer
  • Chief Officer at Orion
    S. S.
    Chief Officer
  • Chief Marketing Officer at Orion
    B. J.
    Chief Marketing Officer
  • Chief Revenue Officer (cro) at Orion
    K. H.
    Chief Revenue Officer (cro)
  • Chief Investment Officer at Orion
    R. V.
    Chief Investment Officer
  • Chief Marketing Officer at Orion
    C. S. U.
    Chief Marketing Officer
  • Chief Of Staff at Orion
    M. F.
    Chief Of Staff

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
Location
Last Update
  • Owner at Orion
    Y. B.
    Owner
    Israel
    Aug 30, 2026
  • Evp, Platform Unification And Ai Strategy at Orion
    E. C.
    Evp, Platform Unification And Ai Strategy
    Sep 02, 2026
  • Avp Product - Investment Management at Orion
    R. L.
    Avp Product - Investment Management
    Jul 24, 2026
  • Vp Systems Engineering And Administration at Orion
    L. W.
    Vp Systems Engineering And Administration
    Sep 05, 2026
  • Regional Vice President at Orion
    B. M.
    Regional Vice President
    Apr 30, 2026
  • Regional Vice President at Orion
    C. B.
    Regional Vice President
    Aug 05, 2026
  • Regional Vice President at Orion
    C. H.
    Regional Vice President
    Oct 18, 2024
  • Chief Of Staff at Orion
    M. F.
    Chief Of Staff
    Oct 22, 2024
  • Vice President Director Of Information Technology at Orion
    S. C.
    Vice President Director Of Information Technology
    Oct 16, 2024
  • Vice President at Orion
    V. F.
    Vice President
    Oct 17, 2024

Frequently Asked Questions

What is Orion known for?

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Orion operates in the Financial Services industry. You can contact Orion's 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 First.Last@orion.com. 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 August 2026. These team members are located across 6 continents, including North America, Europe and Asia.

Who are Orion's key employees and leadership?

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

  • Ceo & Founder: K. S.
  • Chief Impact Officer: M. O. G. A.
  • Chief Officer: S. S.
  • Chief Marketing Officer: B. J.
  • Chief Revenue Officer (cro): K. H.

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