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Orion Wealthtech (operating as Orion Advisor Solutions) is a leading provider of integrated and comprehensive wealth technology solutions for fiduciary-minded financial advisors. The company offers a robust platform that includes portfolio management, trading, billing, reporting, financial planning, compliance tools, and client experience portals. Orion empowers advisors to grow their businesses, improve operational efficiency, and deliver exceptional client service in the ever-evolving financial landscape.
Serves as the central hub for executive leadership, core product development, operations, client support, and strategic initiatives for Orion's comprehensive wealthtech offerings.
Modern campus with open-plan offices, advanced technology infrastructure, and amenities designed to promote employee well-being and collaboration. Specific unique architectural awards or features are not widely publicized.
Characterized by a focus on innovation, client-centricity, and teamwork. Employees often describe a fast-paced environment driven by the dynamic nature of the fintech industry, with opportunities for growth, learning, and making an impact on the advisory space.
The Omaha headquarters is significant as the birthplace of the company (founded as Orion Advisor Services) and remains its strategic and operational core, driving its vision and growth in the wealthtech sector.
While primarily focused on the U.S. market, Orion Wealthtech's platform supports financial advisors and firms that may have international clients or operations. The technology can accommodate various currencies and international securities. Direct international office presence is limited, with most global support and services managed from its U.S. locations. Strategic partnerships may extend its reach in certain international markets.
17605 Wright Street
Omaha
Nebraska
USA
Address: 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
Serves East Coast clients and houses strategic investment operations and thought leadership.
Address: 3131 Data Drive, Rancho Cordova, CA 95670
Drives CRM product innovation and supports a large base of advisor clients on the West Coast and nationally.
Address: 150 Motor Parkway, Suite 205, Hauppauge, NY 11788
Serves clients in the New York metropolitan area and enhances Orion's financial planning technology capabilities.
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' leadership includes:
Orion has been backed by several prominent investors over the years, including:
Orion Wealthtech has actively strengthened its leadership over the past year, notably with appointments for Chief Financial Officer and key wealth management roles, alongside strategic guidance from a new Executive Chair.
Discover the tools Orion uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Orion Wealthtech (Orion Advisor Solutions) commonly uses standard corporate email formats. The most prevalent patterns typically involve combinations of an employee's first name, last name, or initials.
flast@orionadvisor.com
Format
jdoe@orionadvisor.com
Example
85%
Success rate
PR Newswire • March 5, 2024
Orion announced the launch of Propel, a new fixed income solution designed to provide financial advisors with enhanced tools for direct indexing and customized fixed income portfolios....more
GlobeNewswire • February 20, 2024
Orion Advisor Solutions announced an integration with TimelineAI, aimed at streamlining advisor-client communication and workflow management by capturing interactions across various channels like WhatsApp and SMS....more
Business Wire • November 2, 2023
Orion announced the appointment of Trent Biggs as its new Chief Financial Officer. Biggs brings over two decades of financial leadership experience to Orion as the company continues its growth trajectory....more
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