Verified
Orion Advisor Solutions
Management Consulting
Founded: 1999
Headquarters: 1701 N 102nd St, Omaha, NE 68114, USA
Overview
Location
Nebraska, United States
Headquarter
1701 N 102nd St, Omaha, NE 68114, USA
Contact Number
(888) 674-6627
No of Employees
1600
Industry
Management Consulting
Contact Email
Not Available
Company Type
Private Company
Website
Founded
1999
CEO
Charles Clark
Codes
SIC Code 87,874 | NAICS Code 54,541
Annual Revenue
120 Million USD
Total Funding
$180M
Recent Funding Amount
$95M
No of Funding Rounds
2
Founders
Eric Clarke
Company Overview
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f
Employees by Level
C-Level
12
VP-Level
32
Director
30
Manager
73
Non-Manager
273
Top Contacts
388
Top C-suite Members of Company
Connect with key decision-makers at Orion Advisor Solutions. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Russell Mills | Chief Executive Officer | r****s@orion.com | |
| Ben Bell | Chief Financial Officer | b****l@orion.com | |
| Arun Anur | Chief Operating Officer | a****r@orion.com | |
| Charley Pavlick | President | c****k@orion.com | |
| Reed Colley | President | r****y@orion.com | |
| Michael Forker | Executive VP | m****r@orion.com | |
| Reid Peters | Controller | r****s@orion.com | |
| Arun Anur | Chief Operating Officer | a****r@orion.com | |
| Ben Bell | Chief Financial Officer | b****l@orion.com | |
| Charley Pavlick | President | c****k@orion.com | |
| Matthew Mileski | Regional VP | m****i@orion.com | |
| Reid Peters | Controller | r****s@orion.com | |
| Russell Mills | Chief Executive Officer | r****s@orion.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Scott Klaassen | Institutional Service | ******3513 | s.......n@o****.com | |
Jeffrey Slutzky | Database Administrator | ******3513 | j.......y@o****.com | |
Jan-michael Williams | Lead Developer | ******0616 | j.......s@g****.com | |
Karthika Rajaraman | Quality Assurance Specialist | *******1600 | k.......n@w****.com | |
Michael Link | Senior Data Analyst | *******1251 | m.......k@o****.com | |
Curtis Deinert | Institutional Service Group | ******3513 | c.......t@o****.com | |
Barbara Buquing | Account Manager | ******3513 | b.......b@o****.com | |
Jared Jollensten | Investment Strategy Business Development | ******3513 | j.......j@o****.com | |
Jeff Hatten | Sql Server Database Administrator | ******3385 | j.......n@o****.com | |
Brandon Weeder | Senior Data Analyst | ******3513 | b.......w@o****.com | |
Robin Danahy | Sales Operations | ******3513 | r.......d@o****.com | |
Erica Ellis | Marketing Administrative Manager | ******6793 | e.......s@g****.com | |
Olivia Kunhart | Billing Subject Matter Expert | ******3513 | o.......k@o****.com | |
Dustin Garrett | Data Reconciliation | *******4305 | d.......t@g****.com | |
Krystal Leichliter | Graphic Design Contractor | *******7441 | k.......r@o****.com | |
Becca Sarratt | Subject Matter Expert Ascent Training | ******3513 | b.......t@o****.com | |
Tricia Drexel | Strategic Consulting | ******3513 | t.......x@g****.com | |
Tanner Bock | Account Manager | ******3513 | t.......k@o****.com | |
Joe Leyboldt | Managing Director, Operations | ******3513 | j.......e@m****.com | |
Heidi Meyer | Strategic | ******0205 | h.......r@o****.com | |
Ryan Deprez | Team Lead - Report Design | *******6692 | r.......z@o****.com | |
Renee Fast | Senior Manager, Premier Services | ******3326 | r.......f@o****.com | |
Ryan Hanthorn | Salesforce Software Engineer | *******7770 | r.......n@o****.com | |
Mark Pagliuca | Institutional Project | ******3513 | m.......p@o****.com | |
Shaun Kardell | Trading Product | *******0713 | s.......2@h****.com | |
Aaron Schaap | Salesforce Solutions | *******5610 | a.......p@y****.com | |
Ann Tanis | Data Analyst | ******5810 | a.......s@m****.com | |
David Chadwick | User Experience | ******3513 | d.......k@o****.com | |
Seth Mccune | Managing Director, Operational Efficiency | ******3513 | s.......m@o****.com | |
Jina Horton | Vice President Of Business Development | ******3513 | j.......n@o****.com | |
Nate Thomas | Software Engineer - User Interface Web Developer | *******2355 | n.......3@h****.com | |
W Langner | Solutions Architect | *******0372 | z.......r@o****.com | |
Raymond Griffey | Products Prices | ******3513 | r.......y@o****.com | |
Nicole Broussard | Process Improvement | ******3513 | n.......b@o****.com | |
Russell Teply | Software Developer | ******7614 | r.......t@o****.com | |
Quinelle Pralle | Windows Application Developer | ******0900 | q.......e@c****.net | |
Tim Nguyen | Software Engineer Api Developer | ******3513 | t.......n@o****.com | |
Todd Weber | Senior Account Manager | ******3513 | t.......w@o****.com | |
Michael Gibler | Senior Financial Data Analyst | ******3149 | m.......1@y****.com | |
Erika Jessop | Advisor Success Advocate | ******3513 | e.......p@o****.com | |
Jonathan Peltier | Sme Cost Basis | ******4570 | j.......r@o****.com | |
Amy Strickland | Project Manager | ******3513 | a.......s@o****.com | |
Greg Christensen | Software Developer | ******6597 | g.......n@o****.com | |
Joe Peldo | Senior Manager - Data Service Teams | ******3513 | j.......p@o****.com | |
Jacob Danielson | Strategic Consultant | ******4262 | t.......t@h****.com | |
Rahmeen Bahramzad | Premier Advisor Advocate | *******5008 | r.......d@n****.com | |
Rodney Mottl | Billing Product Manager | *******1473 | r.......l@o****.com | |
Evan Zantaltzis | Accounting | ******3513 | e.......9@y****.com | |
Daniel Mcaleer | Senior Accounting Analyst | ******3513 | d.......m@o****.com | |
Andrew Temple | Senior Billing Specialist - Team Lead | *******7277 | a.......e@p****.com | |
Vickie Baulisch | Account Analyst | *******3513 | v.......h@h****.com | |
Brian Schmitz | Training | ******3513 | b.......z@b****.net | |
Sneha Marri | Devops Engineer | ******8497 | m.......9@g****.com | |
Josh Benson | Assistant Vice President Of Emerging Advisors | ******3513 | j.......8@g****.com | |
Michaela Faires | Accounting | ******3513 | m.......f@o****.com | |
Michael Clark | Manager, Technology Support | ******3513 | m.......c@o****.com | |
Jeff Kliewer | Director Of Integration Partnerships And Support | ******3513 | j.......k@o****.com | |
Lauren Sanders | Content Marketing Strategist | ******7055 | l.......1@g****.com | |
Mark Bivens | Product Manager | *******4264 | m.......s@s****.com | |
Charles Cogburn | Financial Data Analyst | *******1600 | c.......n@n****.com | |
Sean Hollingshead | Vp, Managed Accounts | *******3313 | s.......d@o****.com | |
Eric Rubeck | Enterprise Data Architect | ******3513 | e.......k@o****.com | |
Benjamin Rawlings | Sme Reporting | *******4240 | b.......s@o****.com | |
Joy Donaldson | Institutional Project Manager | ******1441 | j.......y@t****.com | |
Zachary Waldron | Financial Risk Management | ******3242 | z.......n@n****.com | |
Benjamin Rawlings | Performance Training Architect | *******4240 | b.......l@i****.edu | |
Killeen Wahl | Account Specialist | ******3513 | k.......1@c****.net | |
Justin Dick | Products And Prices Team Leader | ******3513 | j.......k@o****.com | |
Devan Meyer | Senior Financial Analyst | ******1063 | d.......r@n****.com | |
Kevin Stillman | Eclipse Onboarding Specialist | *******7400 | k.......n@s****.com | |
Jonathan Douglas | Advisor Success Advocate | ******7000 | j.......s@o****.com | |
Mike Zarren | Svp, Strategic Relationships | *******3313 | m.......n@c****.com | |
Shawn Perry | Accounting Teams | ******3513 | s.......y@o****.com | |
Steve Michaud | Desktop Application Developer | ******3513 | s.......d@o****.com | |
Justin Nordstrom | Accounting | ******3513 | j.......n@o****.com | |
Robert Lamberty | Training Engagement | ******3513 | r.......l@o****.com | |
Adam Palmer | Client Reporting Product | ******3513 | a.......r@o****.com | |
Samantha Brown | Investment Performance | ******1600 | s.......n@o****.com | |
Derek Vanosdall | Data | ******3513 | d.......l@o****.com | |
Shawn Edie | Strategic Consultant | ******2958 | e.......e@g****.com | |
Ellen Murphy | Strategic Consultant | ******7551 | e.......y@w****.com | |
Phillip Colling | Vice President Of Enterprise Business Development At Orion Advisor | *******1600 | p.......g@g****.com | |
Todd Urkoski | Product Owner | *******1600 | t.......i@n****.com | |
Danielle Hamby | Corporate Action Specialist And Accounting Analyst | ******3513 | d.......y@o****.com | |
Adrienne Redlin | Heldaway Assets Data Reconciliation | *******4439 | n.......t@a****.com | |
Kelly Shultz | Senior Executive Assistant To Eric Clarke, Chief Executive Officer | ******3513 | k.......s@o****.com | |
Brian Lowther | Financial Data | *******4439 | b.......r@o****.com | |
Brian Bartsch | Database Administrator | ******3513 | b.......h@o****.com | |
Vanessa Nelson | Accounting | ******3513 | v.......n@o****.com | |
Joseph Mastrogiovanni | Senior Manager-financial Data Reconciliation Teams | *******1600 | j.......i@n****.com | |
Josh Thoma | Solutions Architect | ******3513 | j.......a@o****.com | |
Mathew Slattery | Lead Software Engineer | *******4667 | m.......y@n****.com | |
Scott Pattison | Data Reconciliation Manger Schwab | ******3513 | s.......2@g****.com | |
Jeff Slutzky | Manager Database Development And Administration | ******8761 | j.......y@a****.net | |
Darren Olson | Content Marketing Manager | ******0645 | d.......7@g****.com | |
Ryan Cohagan | Integration Training Architect | ******3513 | r.......c@o****.com | |
Michaela Faires | Technology Consultant | ******3513 | m.......f@o****.com | |
Jeremy Waymire | Financial Data Analyst | *******7628 | j.......e@y****.com | |
Brad Gruwell | Accounting Analyst - Team Lead | ******3513 | b.......g@o****.com | |
Lisa Pekny | Portfolio Administrator | *******3313 | l.......y@c****.com |
Email Formats
Discover the email patterns used at Orion Advisor Solutions to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Technology Stack
Frequently Asked Questions
What is the address of Orion Advisor Solutions's headquarters?
Orion Advisor Solutions is headquartered at 1701 N 102nd St, Omaha, NE 68114, USA.
How can I contact Orion Advisor Solutions by phone?
You can reach Orion Advisor Solutions by calling their customer support number at (888) 674-6627.
What is the official website for Orion Advisor Solutions?
You can visit Orion Advisor Solutions's official website at orion.com.
How much revenue does Orion Advisor Solutions generate?
Orion Advisor Solutions reports an annual revenue of approximately 120 Million USD.
What is the SIC code for Orion Advisor Solutions?
The Standard Industrial Classification (SIC) code for Orion Advisor Solutions is 87,874.
What is the NAICS code for Orion Advisor Solutions?
Orion Advisor Solutions falls under the NAICS code 54,541.
How many people work at Orion Advisor Solutions?
Orion Advisor Solutions has a workforce of about 1600 employees.
Which technologies are used by Orion Advisor Solutions?
Orion Advisor Solutions utilizes technologies like Open Graph, Google Analytics, HSTS.
Who is the Chief Executive Officer (CEO) of Orion Advisor Solutions?
The CEO of Orion Advisor Solutions is Charles Clark.
How can I get in touch with Orion Advisor Solutions?
To contact Orion Advisor Solutions, call (888) 674-6627 or visit their website at orion.com
Is Orion Advisor Solutions a publicly traded company?
No, Orion Advisor Solutions is a private company.
How much total funding has Orion Advisor Solutions secured so far?
To date, Orion Advisor Solutions has raised $180M across 2 funding round(s).
Which industry is Orion Advisor Solutions part of?
Orion Advisor Solutions operates in the Management Consulting, Business Services industry.
Who are the main competitors of Orion Advisor Solutions?
Key competitors of Orion Advisor Solutions include Chattem Chemicals, PGIM, Acadian Asset Management, Eaton Vance
Which companies has Orion Advisor Solutions acquired?
Acquisitions by Orion Advisor Solutions include Brinker Capital, Redtail Technology, Orion Portfolio Solutions, CLS Investments .
Who holds the CFO position at Orion Advisor Solutions?
Ben Bell serves as the Chief Financial Officer (CFO) at Orion Advisor Solutions.
When did Orion Advisor Solutions complete its most recent funding round?
Orion Advisor Solutions latest funding round closed on May 20, 2022 with the amount of $95 Million