Orion Portfolio Solutions is a key division of Orion Advisor Solutions, offering comprehensive turnkey asset management programs (TAMPs), investment strategies, and advanced portfolio management technology for financial advisors. It empowers advisors to deliver personalized investment solutions, enhance client relationships, and scale their businesses efficiently. Orion Portfolio Solutions focuses on providing flexibility, choice, and robust support to help advisors navigate complex market environments and meet diverse client needs.
Serves as the primary corporate headquarters for Orion Advisor Solutions, including strategic planning, technology development, operations, and client support for all its divisions, including Orion Portfolio Solutions.
Modern, expansive office campus designed to foster collaboration and innovation, featuring state-of-the-art technology infrastructure and amenities for employees.
A dynamic and innovative work environment focused on empowering financial advisors. The culture emphasizes client-centricity, technological advancement, teamwork, and continuous learning.
The Omaha headquarters is central to Orion's identity as a leading wealthtech provider in the U.S., anchoring its operations and growth in a city known for its strong financial services and technology sectors.
Orion Portfolio Solutions primarily serves the U.S. financial advisor market. However, as part of Orion Advisor Solutions, its technology platforms are cloud-based, allowing access for advisors and their clients globally. The systems support various currencies and can manage international securities, enabling U.S.-based advisors to serve clients with international interests or manage globally diversified portfolios. Direct international offices for sales or operations are not a primary focus, with support centralized from U.S. locations.
17605 Wright Street
Omaha
NE
USA
Address: 2300 Litton Lane, Hebron, KY 41048, USA
Serves as a major operational hub, supporting advisors and processing related to investment management and portfolio solutions, particularly for clients in the Eastern and Central United States.
Address: 1055 Westlakes Drive, Suite 150, Berwyn, PA 19312, USA
Provides a strategic presence near major financial centers on the East Coast, facilitating client engagement, talent acquisition, and market responsiveness.
Address: Address not publicly specified for all office suites, but Orion has a presence in Sacramento. Example: through Redtail Technology acquisition.
Supports West Coast operations and serves as a hub for specific technology solutions, particularly advisor CRM and client communication tools.
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As of April 2025, Orion Portfolio Solutions' leadership includes:
Orion Portfolio Solutions has been backed by several prominent investors over the years, including:
Orion Advisor Solutions has actively bolstered its leadership over the past 12-18 months with strategic appointments, particularly in technology and specialized business units, to enhance its market position and innovation capabilities. There have been minimal publicly announced C-suite departures during this period, indicating leadership stability.
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Orion Portfolio Solutions, as part of Orion Advisor Solutions, primarily uses the '@orion.com' domain for its email communications. Common corporate email formats are utilized.
The most common formats are [first_initial][last_name]@orion.com (e.g., jsmith@orion.com) and [first_name].[last_name]@orion.com (e.g., jane.smith@orion.com).
Format
jsmith@orion.com
Example
85%
Success rate
Orion Advisor Solutions • May 21, 2024
Orion celebrated top independent financial advisors and firms at its flagship Ascent conference, highlighting innovation, client service, and growth in the industry....more
GlobeNewswire (via Orion) • April 24, 2024
Orion integrated new AI features into Redtail Speak, its compliant texting solution, to help financial advisors automate tasks, generate content, and enhance client interactions....more
Orion Advisor Solutions • February 28, 2024
Orion announced the formation of a new division focused on data, analytics, and cybersecurity solutions for advisors, appointing Sid Yenamandra as its CEO....more
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