Orion Portfolio Solutions
Financial Services • 
Hebron, Kentucky, United States • 51-100 Employees
Company overview
| Headquarters | Suite 102, Hebron, KY 41048, US |
| Phone number | +18003792513 |
| Websites | |
| NAICS | 52 |
| SIC | 822 |
| Keywords | Information Technology, Marketing, Financial Advice, Sales, Mutual Funds, Exchange Traded Funds (Etfs), Tamp |
| Founded | 2001 |
| Employees | 51-100 |
| Socials |
Key Contacts at Orion Portfolio Solutions
Kevin Gareau
Director Of Client Services
Mark Rosati
Director Of Operations And Advisor Services
Frank H. Nickel
Director Of Quantitative Strategies And Investment Risk
Laurie Link
Director Of Operations
Paul Folker
Associate Marketing Director
Orion Portfolio Solutions Email Formats
Orion Portfolio Solutions uses 3 email formats. The most common is {first name}.{last name} (e.g., john.doe@ftjfundchoice.com), used 63.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name} | john.doe@ftjfundchoice.com | 63.3% |
{first initial}.{last name} | j.doe@ftjfundchoice.com | 33.3% |
{last name}{last name} | doedoe@ftjfundchoice.com | 3.3% |
About Orion Portfolio Solutions
Orion Portfolio Solutions exists to make building strong and profitable financial advisory businesses simpler than ever, so you can get back to creating healthy and long-lasting client relationships. We are led by a mission to help advisors create better client experiences. The role you play in your clients’ lives is vitally important. We believe that whole-heartedly. We also believe that the best way we can help improve their investment experience is to empower you to manage every facet of your business with confidence. To do that, we pair powerful and intuitive technology with flexible investment options, supported by an accessible, yet robust support structure in one turnkey asset management program (TAMP).
Orion Portfolio Solutions revenue & valuation
| Annual revenue | $13,600,000 |
| Revenue per employee | $146,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $43,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Orion Portfolio Solutions has 26 employees across 7 departments.
Departments
Number of employees
Funding Data
Orion Portfolio Solutions has never raised funding before.
Orion Portfolio Solutions Tech Stack
Discover the technologies and tools that power Orion Portfolio Solutions's digital infrastructure, from frameworks to analytics platforms.
JavaScript libraries
Marketing automation
Web frameworks
CMS
JavaScript libraries
Video players
Marketing automation
Advertising
Miscellaneous
JavaScript libraries
Programming languages
Security
Canada
India
GermanyFrequently asked questions
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