What Does Orion Do?

Total employees1985
HeadquartersOmaha
FoundedN/A

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.

Where Is Orion's Headquarters?

HQ Function

Serves as the central hub for executive leadership, core product development, operations, client support, and strategic initiatives for Orion's comprehensive wealthtech offerings.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The design and functionality of the Omaha headquarters aim to reflect Orion's core values of innovation, client-first service, and collaborative excellence, providing an environment conducive to developing cutting-edge financial technology.

Location:

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.

Street Address:

17605 Wright Street

City:

Omaha

State/Province:

Nebraska

Country:

USA

Where Else Does Orion Operate Around the World?

Berwyn, Pennsylvania, USA

Address: 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312

Serves East Coast clients and houses strategic investment operations and thought leadership.

Sacramento (Rancho Cordova), California, USA

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.

Hauppauge, New York, USA

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.

Buying Intent Signals for Orion

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? Meet the Executive Team

As of April 2025, Orion' leadership includes:

Natalie Wolfsen - Chief Executive Officer
Eric Clarke - Founder & Board Member
Charles Goldman - Executive Chair
Trent Biggs - Chief Financial Officer
Brian McLaughlin - President, Orion Advisor Technology

Who's Investing in Orion?

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

TA Associates
Genstar Capital

What Leadership Changes Has Orion Seen Recently?

Hire3
Exits1

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.

Departures

Gary Wallace, Gary Wallace departed as CFO, succeeded by Trent Biggs.

New Appointments:

Vipin Mayar, Vipin Mayar appointed as EVP, Head of Wealth Management.
Trent Biggs, Trent Biggs appointed as new Chief Financial Officer.
Charles Goldman, Charles Goldman appointed as Executive Chair.

What Technology (Tech Stack) Is Used byOrion?

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 Email Formats and Examples

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

What's the Latest News About Orion?

PR NewswireMarch 5, 2024

Orion Wealthtech Launches Next-Gen Fixed Income Solution, Propel, Giving Advisors Greater Access to Direct Indexing

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

GlobeNewswireFebruary 20, 2024

Orion Wealthtech Transforms Advisor-Client Workflows with TimelineAI Integration

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 WireNovember 2, 2023

Orion Wealthtech Appoints New Chief Financial Officer

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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