Insights

Wealth Management Technology Orion Advisor Solutions offers a comprehensive wealth management platform that combines cutting-edge technology with flexible investment options, providing a seamless experience for advisors. This presents a sales opportunity to target advisory firms looking to enhance their technology capabilities and improve client engagement.

Expansion into New Markets Orion Advisor Solutions has recently made significant investments in various assets, such as Veralto, Arcos Dorados, Embraer, and Murphy Oil. These strategic moves indicate a growing portfolio and present sales opportunities to offer tailored financial solutions to these newly invested companies or explore partnerships with them.

À La Carte Services Launch Orion Advisor Solutions' launch of a suite of à la carte services allows advisors to customize and outsource specific pieces of their tech stack and wealth management solutions. This presents a sales opportunity to engage with advisors seeking flexibility and customizable solutions to meet their unique business needs.

Recognition and Awards Orion Advisor Solutions received the King's Award for Enterprise, highlighting its commitment to innovation and excellence. Leveraging this accolade in sales pitches can build credibility and trust with potential clients, showcasing Orion as a reputable and award-winning partner in the financial services industry.

Diverse and Inclusive Workplace Orion Advisor Solutions values diversity and inclusivity in its workforce, creating a conducive environment for collaboration and innovation. Emphasizing this aspect in sales interactions can resonate with clients looking to partner with socially responsible organizations and promote a positive brand image.

Orion Advisor Solutions Tech Stack

Orion Advisor Solutions uses 8 technology products and services including Google Analytics, Facebook Pixel, SurveyMonkey, and more. Explore Orion Advisor Solutions's tech stack below.

  • Google Analytics
    Analytics
  • Facebook Pixel
    Analytics
  • SurveyMonkey
    Customer Feedback Management
  • Infoblox
    Domain Name Services
  • Vue.js
    Javascript Frameworks
  • 6sense
    Marketing Automation
  • MacOS
    Operating Systems & Computing Languages
  • Highspot
    Sales Enablement

Media & News

Orion Advisor Solutions's Email Address Formats

Orion Advisor Solutions uses at least 1 format(s):
Orion Advisor Solutions Email FormatsExamplePercentage
first.last@orion.comJohn.Doe@orion.com
92%
first@orion.comJohn@orion.com
5%
firstl@orion.comJohnD@orion.com
2%
flast@orion.comJDoe@orion.com
1%

Frequently Asked Questions

Where is Orion Advisor Solutions's headquarters located?

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Orion Advisor Solutions's main headquarters is located at 17605 Wright Street Omaha, Nebraska 68130 US. The company has employees across 4 continents, including North AmericaAsiaEurope.

What is Orion Advisor Solutions's official website and social media links?

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Orion Advisor Solutions's official website is orion.com and has social profiles on LinkedIn.

What is Orion Advisor Solutions's NAICS code?

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Orion Advisor Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Orion Advisor Solutions have currently?

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As of May 2022, Orion Advisor Solutions has approximately 898 employees across 4 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer: E. C.Chief Behavioral Officer: D. C.Chief Information Security Officer: J. O.. Explore Orion Advisor Solutions's employee directory with LeadIQ.

What industry does Orion Advisor Solutions belong to?

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Orion Advisor Solutions operates in the Financial Services industry.

What technology does Orion Advisor Solutions use?

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Orion Advisor Solutions's tech stack includes Google AnalyticsFacebook PixelSurveyMonkeyInfobloxVue.js6senseMacOSHighspot.

What is Orion Advisor Solutions's email format?

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Orion Advisor Solutions's email format typically follows the pattern of . Find more Orion Advisor Solutions email formats with LeadIQ.

When was Orion Advisor Solutions founded?

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Orion Advisor Solutions was founded in 2003.
Orion Advisor Solutions

Orion Advisor Solutions

Financial ServicesNebraska, United States1001-5000 Employees

Orion is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. 

Orion’s technology, and suite of investment capabilities, can be tailored to the individual needs of every unique advisory model, providing the flexibility and choice to be adopted in its entirety or as components complementary to existing capabilities. Orion’s wealth management platform brings together the technology, flexible investment options and support in one seamless experience for advisors.

Combined, our technology and wealth management brand entities, Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments create a complete offering that empowers firms to attract new clients seamlessly; connect investment goals more meaningfully to strategies and outcomes; and ultimately track progress toward each investor’s unique definition of financial success.

Our Values: One Orion | Innovate | Disrupt |  Win 
 
Learn more at www.orion.com.

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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.

Section iconCompany Overview

Headquarters
17605 Wright Street Omaha, Nebraska 68130 US
Website
orion.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
1001-5000

Section iconFunding & Financials

Section iconFunding & Financials

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