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Orion Portfolio Solutions's Overview

Total employees97
HeadquartersOmaha
Founded2001

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.

Where is Orion Portfolio Solutions's Headquarters?

HQ Function

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.

Notable Features:

Modern, expansive office campus designed to foster collaboration and innovation, featuring state-of-the-art technology infrastructure and amenities for employees.

Work Culture:

A dynamic and innovative work environment focused on empowering financial advisors. The culture emphasizes client-centricity, technological advancement, teamwork, and continuous learning.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' design and operations likely reflect Orion's core values of innovation, client success, collaboration, and integrity.

Location:

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.

Street Address:

17605 Wright Street

City:

Omaha

State/Province:

NE

Country:

USA

Orion Portfolio Solutions's Global Presence

Hebron, KY, 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.

Berwyn, PA, USA

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.

Sacramento, CA, USA

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.

Buying Intent Signals for Orion Portfolio 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

Executive Team of Orion Portfolio Solutions

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

Natalie Wolfsen - Chief Executive Officer, Orion Advisor Solutions
Brian McLaughlin - President, Orion Advisor Technology
Ryan Haislar - EVP, Chief Financial Officer
Charles Lane - Chief Information Officer
Kylee Beach - General Counsel & Corporate Secretary
Trent Bigelow - President, Orion Digital

Investors of Orion Portfolio Solutions

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

TA Associates
Genstar Capital

Executive New Hires/Exits in the Last 12 Months

Hire2
Exits0

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.

New Appointments:

Charles Lane, Charles Lane joined Orion as CIO, bringing extensive experience in technology leadership to oversee the company's IT strategy and operations.
Sid Yenamandra, Sid Yenamandra appointed CEO of the newly formed Orion Data & Analytics division, tasked with leveraging data to provide enhanced insights and solutions for advisors.

Technology (Tech Stack) used by Orion Portfolio Solutions

Discover the tools Orion Portfolio Solutions uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Orion Portfolio Solutions Email Formats and Examples

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

News and media

Orion Advisor SolutionsMay 21, 2024

Orion Announces Winners of 2024 Ascent Awards, Recognizing Excellence in Financial Advisory

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 Boosts Redtail Speak with AI Capabilities to Help Advisors Streamline Client Communication

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 SolutionsFebruary 28, 2024

Orion Launches Data, Analytics and Cybersecurity Division; Names Sid Yenamandra as CEO

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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