Orion

Orion is a leading financial services provider dedicated to empowering financial advisors with fully connected technology and investment solutions. Located at its primary address of 17605 Wright St, Omaha, NE 68130, US, and with additional locations including 1055 Westlakes Dr #250, Berwyn, Pennsylvania 19312, US; 2300 Litton Lane #102, Hebron, KY 41048, US; and offices in Remote, US and New York City, US, Orion offers an integrated suite of innovative tools designed to streamline operations and foster growth. Orion's open architecture platform ensures advisors can seamlessly attract new clients, align planning goals with investment strategies, and achieve financial success for their investors.

Orion's tech-enabled fiduciary process is meticulously crafted to support growth-minded advisors. The company's strategic approach to mergers and acquisitions, along with its product development, ensures that every stage of the advisor-client relationship is enhanced with fully connected solutions. These solutions can be adopted in their entirety or as stand-alone components that complement existing capabilities, offering unparalleled flexibility and choice.

By combining brand entities such as Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital, Orion creates a comprehensive offering that enables firms to broaden their service range, increase efficiency, and drive significant growth. Supporting millions of technology accounts and serving thousands of independent advisory firms, Orion is the preferred platform for advisory firms focused on strengthening client relationships, gaining a competitive edge, and building robust, profitable businesses. We invite the management team at Orion to complete our platform with a customized company showcase and product listing.