Orion Advisor Solutions

  • Financial Services
  • Omaha NE
  • 744 employees
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Company Overview

Headquarters
17605 Wright Street, Omaha NE
Website
orion.com
Phone
(402) 895-1600
Employees
744
Industry
Financial Services
More Details

Financials & Stats

Revenue

$500B

More Financials

Who is Orion Advisor Solutions

Orion Advisor Solutions is a technology-driven company based in Omaha, Nebraska. Employing 744 people, Orion Advisor Solutions generates an annual revenue of $500 million. Orion provides an all-in-one advisor platform that empowers growth-focused financial advisors. This platform offers a suite of investment capabilities and technology solutions that can be customized to fit various advisory models. Orion's offerings are designed to assist advisors in attracting new clients, aligning investment strategies with client goals, and tracking progress towards their financial objectives. Orion Advisor Solutions operates under three distinct brand entities: Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments. This comprehensive structure provides advisors with a complete solution encompassing technology, investment options, and support. For more information about Orion Advisor Solutions and its offerings, visit www.orion.com.

Company Leadership

David Chadwick

Executive Vice President of Applications Development

Chad Boyer

Executive Vice President

Becky Niiya

Executive Vice President, Corporate Communications

Natalie Wolfsen

Chief Executive Officer

Rob Percival

SVP, Strategic Relationships

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FAQ

What is the location of Orion Advisor Solutions's headquarters?
The headquarters of Orion Advisor Solutions are situated at Omaha NE
What is Orion Advisor Solutions's phone number?
Orion Advisor Solutions's contact number is (402) 895-1600.
What is Orion Advisor Solutions's official website?
The official website of Orion Advisor Solutions can be found at orion.com.
How many employees does Orion Advisor Solutions currently have?
Orion Advisor Solutions employs approximately 744+ people
Which industries is Orion Advisor Solutions primarily operating in?
Orion Advisor Solutions operates in the following industries: Credit, Finance
Who is the Executive Vice President of Applications Development of Orion Advisor Solutions?
Orion Advisor Solutions's Executive Vice President of Applications Development is David Chadwick

Employee Directory

Key Employees

Noreen Beaman

Vice Chair Board Of Directors

Todd Nichols

IT Project Manager

Dhwani Patel

Solutions Architect

Dawn Batho

Director of Inside Sales

Ian T.

Product Training Specialist

Timothy Holland

Chief Investment Officer - Orion OCIO

Michael Forker

EVP, Wealth Management Operations

Eric Wright

Salesforce Developer

Mollie Loughlin Kerins

Content Marketing Manager

Raymond Shirley

Senior Subject Matter Expert - Financial Planning