Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7
View Top Employees from OrionWebsite | https://orion.com/ |
Revenue | $412 million |
Employees | 1,442 (762 on RocketReach) |
Founded | 1999 |
Address | 17605 Wright St, Omaha, Nebraska 68130, US |
Phone | (402) 496-3513 |
Industry | Financial Services, Business Services, Accounting, Performance Reporting, Trading/Rebalancing, Software Development & Design, Professional Services, Tax lot accounting, Software, FinTech, Advisory Fee Billing, Trading Platform, Portfolio Management System, Lending and Investments, Mobile Apps, CRM integration, Financial Planning integration, New Account Opening |
Web Rank | 158420 |
Web Visits | 283160 |
Keywords | Wealth Solutions, Financial Planning, Investment Management Services, Portfolio Management, Client Relationship Management, Wealth Management Solutions |
Competitors | CLEARWATER ANALYTICS, LTD, Cambridge Investment Research, Inc., Envestnet | Tamarac, Independent Financial, Lutz |
SIC | SIC Code 73 Companies, SIC Code 737 Companies |
NAICS | NAICS Code 511 Companies, NAICS Code 51 Companies, NAICS Code 511210 Companies, NAICS Code 51121 Companies, NAICS Code 5112 Companies |
Looking for a particular Orion employee's phone or email?
The Orion annual revenue was $412 million in 2024.
Betsy Perez is the CMO of Orion.
762 people are employed at Orion.
Orion is based in Omaha, Nebraska.
The NAICS codes for Orion are [511, 51, 511210, 51121, 5112].
The SIC codes for Orion are [73, 737].