What Does Orion Advisor Solutions Do?

Total employees1300
HeadquartersOmaha
Founded1999

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.

Where Is Orion Advisor Solutions's Headquarters?

HQ Function

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.

Notable Features:

A modern, expansive campus designed to foster collaboration and innovation, featuring open workspaces and amenities conducive to a dynamic tech-company environment.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters reflects Orion's values of innovation, partnership, and client-first service, evident in its design aimed at empowering employees and fostering cutting-edge solutions.

Location:

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.

Street Address:

17605 Wright Street

City:

Omaha

State/Province:

NE

Country:

USA

Where Else Does Orion Advisor Solutions Operate Around the World?

Berwyn, Pennsylvania, 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.

Bangalore, Karnataka, India

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.

Hebron, Kentucky, USA

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.

Hauppauge, New York, USA

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.

Buying Intent Signals for Orion Advisor Solutions

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Orion Advisor Solutions? Meet the Executive Team

As of April 2025, Orion Advisor Solutions' leadership includes:

Natalie Wolfsen - Chief Executive Officer
Brian McLaughlin - President, Orion Advisor Technology
Charles (Charlie) Lane - Chief Financial Officer
Trent Mumma - Chief Strategy Officer
Ryan Donovan - Chief Solutions Officer
Kylee Beach - General Counsel & Chief Compliance Officer
Dr. Daniel Crosby - Chief Behavioral Officer

Who's Investing in Orion Advisor Solutions?

Orion Advisor Solutions has been backed by several prominent investors over the years, including:

TA Associates
Genstar Capital

What Leadership Changes Has Orion Advisor Solutions Seen Recently?

Hire4
Exits2

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.

Departures

Brad Shepard, Brad Shepard departed from his role as Chief Strategy Officer.
Eric Clarke, Eric Clarke transitioned from the CEO role to become Executive Chairman.

New Appointments:

Natalie Wolfsen, Natalie Wolfsen appointed as new Chief Executive Officer.
Tom Halloran, Tom Halloran appointed as new Chief Human Resources Officer.
Charles ("Chuck") Nelson, Charles Nelson appointed as COO for Orion Wealth Management.
Trent Mumma, Trent Mumma appointed as new Chief Strategy Officer.

What Technology (Tech Stack) Is Used byOrion Advisor Solutions?

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 Email Formats and Examples

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

What's the Latest News About Orion Advisor Solutions?

WealthManagement.comMay 7, 2024

Orion Rolls Out AI-Powered Compliance Tool

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 NewswireApril 23, 2024

Orion to Enhance Proposal Generation Capabilities for Advisors with New Practifi Proposal-to-Open-Account Workflow

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

GlobeNewswireMarch 12, 2024

Orion Launches Enhanced Billing and Reporting Dashboards for Advisors to Drive Efficiency and Client Engagement

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 NewswireJanuary 10, 2024

Orion Names Tom Halloran Chief Human Resources Officer

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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