Orion Advisor Solutions Revenue and Competitors
Estimated Revenue & Valuation
- Orion Advisor Solutions's estimated annual revenue is currently $207.1M per year.
- Orion Advisor Solutions's estimated revenue per employee is $182,000
Employee Data
- Orion Advisor Solutions has 1138 Employees.
- Orion Advisor Solutions grew their employee count by 13% last year.
Orion Advisor Solutions Competitors & Alternatives
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $116.6M | 533 | N/A | N/A | N/A |
#2 | $46.3M | 211 | 51% | $101.7M | N/A |
#3 | $16.3M | 125 | -3% | $54.3M | N/A |
What Is Orion Advisor Solutions?
Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion?s innovative and deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.
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Total Funding
1138
Number of Employees
$207.1M
Revenue (est)
13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Orion Advisor Solutions News
Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to...
Orion Advisor Solutions is acquiring customer relationship management (CRM) software developer Redtail Technology, the companies revealed on...
The deal is the latest for Orion, which provides technology, portfolio management software, and asset management services to more than 2,300...
Other Companies in Omaha
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $460.8M | 1219 | 44% | N/A |
#2 | $297.7M | 1222 | 13% | N/A |
#3 | $482.3M | 1276 | 88% | N/A |
#4 | $493.3M | 1305 | 14% | N/A |
#5 | $416.7M | 1353 | -4% | N/A |
Orion Advisor Solutions Executives
| Name | Title |
|---|---|
| Ryan Beach | Chief Operating Officer |
| Timothy Holland | Chief Investment Officer |
| Kyle Hiatt | Executive Vice President / Chief Revenue Officer, 2018-Present Executive VP Business Development |
| James OHara | Chief Information Security Officer |
| Mustapha Baassiri | Chief Product and Technology Officer |
| Brad Shepard | Chief Strategy Officer |
| Jason Moore | Chief Solutions Officer |
| Daniel Crosby | Chief Behavioral Officer |
| Eric Clarke | CEO |
| Daniel Applegarth | CFO |
| Kristin Petrick | Chief Marketing Officer |
| Lori Szwanek | Chief Accounting Officer (CAO) |
| Trent Mumma | EVP, Tech Products |
| Brad Burgess | VP of Enterprise Technology Solutions |
| Noreen Beaman | President |
| Brendan McConnell | EVP, Wealth Management Operations |
| Chris Bosse | Regional Vice President |
| Kyle Hiatt | Executive Vice President / Chief Revenue Officer, 2018-Present Executive VP Business Development |
| Rob Percival | SVP, Strategic Relationships |
| Larry Fazzini | VP Human Resources |
| Michael Forker | EVP, Wealth Management Operations |
| Adam Palmer | VP, Strategic Product Development |
| Randy Lambert | EVP, Tech Operations |
| Stan Warchol | Vice President, Client Services |
| Ryan LeStrange | Divisional Vice President, Eastern US |
| Jon Reiners | Senior Vice President |
| Christopher Horan | Regional Vice President |
| Jina Horton | Vice President Of Business Development |
| Erin Hawkins | SVP DevOps and Site Reliability Engineering |
| Doug Ford | SVP, Regional Sales Manager |
| Emily Gross | SVP of Strategic Relationships at Orion Advisor Solutions LLC |
| George Svagera | SVP Business Development, Enterprise |
| Eddie Sempek | SVP of Strategic Relationships at Orion Advisor Solutions, LLC |
| Kevin Fustos | Vice President Financial Planning & Analysis |
| CR Miller | Vice President - RIA Sales |
| Michael Brady | SVP of Strategic Relationships |
| Jeff Goeser | Executive Vice President of Finance |
| David Ix | Senior Vice President - Regional Director |
| Edward Kelly | EVP, TAMP Sales |
| Matt Mileski | Regional Vice President |
| Courtney Turner | Vice President of Strategic Relationships |
| Jeremy Hersch | Senior Vice President, Strategic Product Development |
| Betsy Perez | EVP, Marketing |
| Brian McLaughlin | President of CRM |
