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Orion Advisor Solutions is a premier provider of a tech-enabled fiduciary process designed to transform the advisor-client relationship. They offer a comprehensive suite of financial technology, investment management, and outsourced fiduciary services. Orion empowers financial advisors to attract and retain clients, deepen relationships, and optimize their business operations for sustainable growth and success in an ever-evolving industry.
The Omaha headquarters serves as the global command center for Orion's operations, housing executive leadership, core technology development, product management, client success teams, and corporate functions.
A modern, expansive campus designed to foster collaboration and innovation, featuring open workspaces and amenities conducive to a dynamic tech-company environment.
Orion promotes a client-centric, innovative, and collaborative work culture. The Omaha HQ is central to cultivating this environment, encouraging teamwork and continuous learning to support financial advisors effectively.
As the birthplace and primary operational hub, the Omaha HQ is pivotal to Orion's identity and growth strategy. It anchors the company's presence in the Midwest's burgeoning FinTech scene and serves as the engine for its technological advancements.
While Orion Advisor Solutions's primary market focus and client base are within the United States, it maintains a significant global operational presence through its technology and operations center in Bangalore, India. This international hub is integral for software development, data management, and back-office support, enabling continuous innovation and service delivery. Orion's technology platform serves financial advisors who may manage clients internationally, extending its indirect global reach.
17605 Wright Street
Omaha
NE
USA
Address: 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
Serves as a key East Coast hub, supporting advisors in the region and contributing to national investment strategy and asset management capabilities.
Address: Salarpuria Sattva Magnificia, Old Madras Road, KR Puram, Bangalore, Karnataka 560016, India
Provides essential global support and technology innovation, leveraging talent in India for platform development and operational efficiency, enabling 24/7 development and support cycles.
Address: 2100 Gateway Centre Blvd, Suite 200, Hebron, KY 41048
Acts as an important operations and client service center, enhancing Orion's ability to provide comprehensive support to its advisor network across different regions.
Address: 100 Motor Pkwy, Hauppauge, NY 11788
Strengthens Orion's presence in the Northeast and provides specialized expertise and support for advisors in the region.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Orion Advisor Solutions' leadership includes:
Orion Advisor Solutions has been backed by several prominent investors over the years, including:
Over the past 12-15 months, Orion Advisor Solutions has undergone significant leadership evolution. Key changes include Natalie Wolfsen's appointment as CEO, the hiring of a new Chief Human Resources Officer and a Chief Operating Officer for its Wealth Management division, and a transition in the Chief Strategy Officer role, all aimed at steering the company's continued growth and innovation.
Discover the tools Orion Advisor Solutions uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Orion Advisor Solutions typically uses standard corporate email formats. The most common patterns observed are combinations of first name and last name. While variations may exist, these formats are generally reliable for reaching company employees.
firstname.lastname@orion.com or firstinitiallastname@orion.com
Format
jane.doe@orion.com
Example
75%
Success rate
WealthManagement.com • May 7, 2024
Orion Advisor Solutions has launched an AI-powered compliance tool, 'Compliance AI,' integrated into its Client Portal. This tool is designed to help advisors meet regulatory requirements more efficiently by automating tasks like communication surveillance and audit preparations....more
PR Newswire • April 23, 2024
Orion announced an enhanced proposal generation workflow, integrating Practifi's CRM capabilities. This allows advisors to seamlessly transition from proposal creation to new account opening, aiming to improve efficiency and the overall client experience....more
GlobeNewswire • March 12, 2024
Orion introduced new billing and reporting dashboards featuring enhanced customization and data visualization. These tools aim to provide advisors with deeper insights and improve their ability to communicate value effectively to their clients....more
PR Newswire • January 10, 2024
Orion announced the appointment of Tom Halloran as its new Chief Human Resources Officer. Halloran will lead Orion's human capital strategy, focusing on talent acquisition, development, and fostering a strong company culture....more
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