Orion Portfolio Solutions Revenue and Competitors

Hebron, KY USA



Total Funding



Estimated Revenue & Valuation

  • Orion Portfolio Solutions's estimated annual revenue is currently $27.9M per year.(i)
  • Orion Portfolio Solutions's estimated revenue per employee is $210,000

Employee Data

  • Orion Portfolio Solutions has 133 Employees.(i)
  • Orion Portfolio Solutions grew their employee count by -1% last year.

Orion Portfolio Solutions's People

Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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What Is 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).



Total Funding


Number of Employees


Revenue (est)


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Orion Portfolio Solutions News

2022-04-17 - PE-backed Orion Advisor Solutions to buy RedTail Technology

By embedding Redtail's highly regarded, next-generation CRM software with our portfolio accounting and advisor technology, we will connect the...

2022-04-17 - Orion to Acquire Redtail Technology, a Web-Based CRM for ...

BUSINESS WIRE)--Orion Advisor Solutions, a provider of ... next-generation CRM software with our portfolio accounting and advisor technology...

2022-04-17 - Orion Advisor Solutions Acquires Redtail Technology | RIAIntel

Orion Advisors Solutions, one of the largest turnkey asset management ... CRM software with our portfolio accounting and advisor technology,...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding