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Orion

Orion Revenue

Financial ServicesOmaha, Nebraska, United States1001-2000 Employees

$

Orion revenue & valuation

Annual revenue$100,000,000
Revenue per employee$53,000
Estimated valuation?$320,000,000
Total fundingNo funding

Company overview

Headquarters17605 Wright St, Omaha, NE 68130, US
Phone number+14028951600
Websites
NAICS52
SIC874
Keywords
Mobile Apps, Portfolio Management System, Performance Reporting, Crm Integration, Trading/Rebalancing, Advisory Fee Billing, Financial Planning Integration, New Account Opening, Tax Lot Accounting
Employees1001-2000
Socials

Orion Email Formats

Orion uses 4 email formats. The most common is {first initial}.{last name} (e.g., j.doe@orion.com), used 47.4% of the time.

FormatExamplePercentage
{first initial}.{last name}
j.doe@orion.com
47.4%
{first name}.{last name}
john.doe@orion.com
45.1%
{first initial}.{last name}
j.doe@orionadvisor.com
4.5%
{first name}.{last name}
john.doe@orionadvisor.com
1.2%

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

Employees by Management Level

Total employees: 1001-2000

Seniority

Employees

Entry
Manager
Senior

Employees by Department

Orion has 509 employees across 17 departments.

Departments

Number of employees

Funding Data

Orion has never raised funding before.

Orion Tech Stack

Discover the technologies and tools that power Orion's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

6sense

6sense

Marketing automation

Dropbox

Dropbox

Digital asset management

Laravel

Laravel

Web frameworks

Drupal

Drupal

CMS

jQuery UI

jQuery UI

JavaScript libraries

Wistia

Wistia

Video players

Salesforce Marketing Cloud Account Engagement

Salesforce Marketing Cloud Account Engagement

Marketing automation

Twitter Ads

Twitter Ads

Advertising

Livewire

Livewire

Miscellaneous

jQuery

jQuery

JavaScript libraries

Apple iCloud Mail

Apple iCloud Mail

Webmail

Frequently asked questions

Orion is located in Omaha, Nebraska, US.
You can reach Orion at +14028951600.
Orion generates an estimated annual revenue of $100,000,000. This revenue figure reflects the company's market position and business performance in its industry.
Orion has an estimated valuation of $320,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Orion has approximately 1001-2000 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Orion

Betsy Perez

Chief Marketing Officer

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

Build leads list with verified emails & mobiles

Orion Revenue, Funding & Valuation