Company profile

Orion

Industry
Financial Services
Employees
1,939
Headquarters
Omaha, NE
LinkedIn followers
37,110
Office locations
5

Orion company summary

Orion is a company in the Financial Services industry, headquartered in Omaha, NE. On LinkedIn the company has around 1,939 employees and 37,110 followers. Warmrank detected 39 technologies across 23 categories on orion.com, including AddToAny, Adobe, Amazon SES. The company lists 5 office locations. Its listed specialties include Performance Reporting, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System.

What technology does Orion use?

Warmrank detected 39 technologies on orion.com, last checked July 2026. Click any tool to see other companies that use it.

Show 15 more technologies

Containers

Cookie compliance

Digital asset management

Font scripts

Programming languages

SSL/TLS certificate authorities

Tag managers

UI frameworks

Video players

Web servers

Widgets

About Orion

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7

Specialties

Performance ReportingTrading/RebalancingTax lot accountingAdvisory Fee BillingPortfolio Management SystemMobile AppsCRM integrationFinancial Planning integrationNew Account Opening

Where is Orion located?

Orion lists 5 office locations.

Omaha, NE, USHQ
17605 Wright St
Berwyn, Pennsylvania, US
1055 Westlakes Dr
Hebron, KY, US
2300 Litton Lane
New York City, US, US
Remote, US, US

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Frequently asked questions about Orion

What does Orion do?

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform. Our tech-enabled fiduciary process empowers financial advisors to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success. Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. We’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, create a complete offering that empowers firms to broaden their offering, increase efficiency, and spur growth. Supporting over 5 million technology accounts and thousands of independent advisory firms, Orion is the platform of choice for all growth-focused advisory firms looking to strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses • • • Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law. Our Social Media Disclosure: https://bit.ly/3oTnWu7

What technology does Orion use?

Warmrank detected 39 technologies on orion.com, including AddToAny, Adobe, Amazon SES, Amazon Web Services, Anthropic, Apple iCloud Mail, Atlassian, Bootstrap.

How many employees does Orion have?

Orion has around 1,939 employees on LinkedIn.

Where is Orion headquartered?

Orion is headquartered in Omaha, NE.

Where does Orion have offices?

Orion lists 5 office locations, including Omaha, NE, US; Berwyn, Pennsylvania, US; Hebron, KY, US; New York City, US, US; Remote, US, US.

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