Orion | LinkedIn (original) (raw)

Financial Services

Omaha, NE 29,214 followers

Power your growth and scale your business with Orion’s fully connected technology and investment solutions.

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About us

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

Industry

Financial Services

Company size

1,001-5,000 employees

Headquarters

Omaha, NE

Type

Privately Held

Specialties

Performance Reporting, Trading/Rebalancing, Tax lot accounting, Advisory Fee Billing, Portfolio Management System, Mobile Apps, CRM integration, Financial Planning integration, and New Account Opening

Locations

Primary
17605 Wright St
Omaha, NE 68130, US
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1055 Westlakes Dr

#250
Berwyn, Pennsylvania 19312, US
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2300 Litton Lane

#102
Hebron, KY 41048, US
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Remote, US
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New York City, US
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Employees at Orion

Updates

🚨 Just announced! Dr. David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, is joining the #OrionAscent main stage! He’ll share insights on navigating the post-cycle economy and making smarter investment decisions in 2024 and beyond. 🎤 Don’t miss Dr. Kelly — and our other powerhouse speakers, including: ✨ Natalie Wolfsen, Orion CEO ✨ Will Guidara, bestselling author and renowned restauranteur ✨ Tiffani Bova, bestselling author and former Chief Growth Evangelist at Salesforce✨ Steve Pavlick, Principal, Mindset✨ Timothy Holland, CFA, Orion Chief Investment Officer ✨ Daniel Crosby, Ph.D., Orion Chief Behavioral Officer 🔥 Time is running out to secure your spot — and spots are going fast! https://orion.com/ascent
This kind of feedback fuels our passion for what we do. 💙 Thank you, Jessica Jones, for recognizing the innovation, service, and people that make Orion special. Here’s to many more years of partnership and growth!

Operations Evangelist | Mom | Data Wrangler & Strategist | Consultant |
3d Edited
This week I had the privilege of visiting Orion, and I’m reminded once again why this partnership has meant so much to me over the past 12+ years. From the moment our teams reached out, their willingness to accommodate our schedule, and add several last-minute requests, was remarkable—a true reflection of their dedication to client service. After two days of discussion and technology demos, what stands out the most about Orion is their commitment to innovation and constant improvement. They listen, adapt, and deliver tools that empower RIAs to scale efficiently in this ever-changing industry. But what truly sets Orion apart in this industry is the people. Over the years I’ve built lasting friendships with their team—friendships grounded in respect, a shared vision, and a genuine desire to make a difference. This week I met several new faces for the first time, but it was like talking to an old friend. They truly have the most wonderful people. ❤️ Thank you, Shawn Edie, Melissa McCune, PMP®, Ben Frantz, Adrienne Paulsen, Jacob Danielson, Joe Leyboldt, Mercedes Nelson, Austin Wulff, Brandon Beresh, and many other Orion teams for your continued excellence, commitment to feedback, and ability to stay ahead of the curve. I’m excited to see what the future holds. ✨ Illuminate Consulting LLC #FinTech #Excellence #FinancialServices #RIA
Time is your most valuable asset, and it's time to get more of it back. 💡 Imagine reclaiming ⅓ of your day from low-impact tasks with the right technology—allowing you to focus on what truly matters: deepening client relationships and driving firm growth. 🚀 Embrace innovation and streamline your workflows to position your firm at the forefront of the wealth management industry. Curious how? Dive into our latest infographic to see how you can transform your day. ⏳✨ 👉 Check it out now! https://bit.ly/4fpcQCw #WealthManagement #Efficiency #TechInnovation #ClientSuccess #RIA
📢 Calling all #CFP Board members! Are your ethics credits complete for 2024? Want to check something off your to-do list? The Orion Advisor Academy offers the CFP Board ethics course for free, on-demand, AND mobile-friendly! Click the link below to get started. ✅ What You Get 2 Hour CFP® Ethics Credit Get access to this course and more in #OrionAdvisorAcademy — our free, digital, and mobile-friendly online learning platform to start earning #CE in a 🫰 😊 Enroll today! https://bit.ly/3MWTyrM]
With markets reaching new highs after the election and a Fed rate cut, there’s a lot of momentum, but mixed signals about inflation and future growth. What do you think will drive the markets next? Share your thoughts👇
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In the spirit of Thanksgiving and the season of giving, join us for a 1 hour CE webinar on the value of pro bono work in financial planning. We’ll delve into how pro bono work can enhance both profit and purpose, hone your skills, and help your community. https://bit.ly/4fiYPGA
🗳️ Election week is here! Between the election, rate cuts, and rising consumer optimism, what do you think will drive markets most in the coming week? Share your thoughts👇
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Orion | LinkedIn (original) (raw)

Financial Services

Omaha, NE 29,214 followers

Power your growth and scale your business with Orion’s fully connected technology and investment solutions.

About us

Locations

Employees at Orion

Updates

Join now to see what you are missing

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