Orion Advisor Solutions

www.orion.com

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. • • • 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.

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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. • • • 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.

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Country

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State

Nebraska

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City (Headquarters)

Omaha

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Employees

1001-5000

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Founded

2003

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Estimated Revenue

$10,000,000 to $50,000,000

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Social

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Potential Decision Makers

  • Senior Vice President of Information Technology Operations

    Email ****** @****.com
    Phone (***) ****-****
  • Director of Proposal Management

    Email ****** @****.com
    Phone (***) ****-****
  • Operations Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Platform Enablement Manager

    Email ****** @****.com
    Phone (***) ****-****

Technologies

(95)

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