Orion Portfolio Solutions

Business Services · Nebraska, United States · 51-200 Employees

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Overview

Headquarters

17605 Wright St, Omaha, Nebraska, 68130,...

Phone Number

(800) 379-2513

Revenue

$26.6 Million

Industry

Business Services Project Management

About Orion Portfolio Solutions

FTJ FundChoice (soon to be Orion Portfolio Solutions) is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform. We help advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle.Explore more
Orion Portfolio Solutions's Social MediaSIC Code 07,078NAICS Code 54,541Show more

Orion Portfolio Solutions Org Chart

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General Counsel

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Orion Portfolio Solutions

$26.6M
51-200
Private
-
2001
KB
Kylee BeachGeneral Counsel
$59.3M
51-200
Private
$141.4M
2010
$37.8M
51-200
Private
<$5M
1967
HC
Heidi CainController
$21.5M
51-200
Private
<$5M
1981
$11.1M
11-50
Private
<$5M
1993
TS
Tim SonnenburgVice President, Operations
$11M
51-200
Private
<$5M
2014
MF
Michael FinleyDirector, Services
$5.8M
51-200
Private
$172M
2013
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Orion Portfolio Solutions Tech Stack

A closer look at the technologies used by Orion Portfolio Solutions

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Frequently Asked Questions Regarding Orion Portfolio Solutions

What is Orion Portfolio Solutions's official website?
Orion Portfolio Solutions's official website is www.orionportfoliosolutions.com
What is Orion Portfolio Solutions's Revenue?
Orion Portfolio Solutions's revenue is $26.6 Million
What is Orion Portfolio Solutions's SIC code?
Orion Portfolio Solutions's SIC: 07,078
What is Orion Portfolio Solutions's NAICS code?
Orion Portfolio Solutions's NAICS: 54,541
How many employees does Orion Portfolio Solutions have?
Orion Portfolio Solutions has 51-200 employees
What industry does Orion Portfolio Solutions belong to?
Orion Portfolio Solutions is in the industry of: Business Services, Project Management
What is Orion Portfolio Solutions competition?
Orion Portfolio Solutions top competitors include: SMArtX Advisory Solutions, Flexible Plan Investments, Geowealth, Stcr
What companies has Orion Portfolio Solutions acquired?
Orion Portfolio Solutions has acquired the companies: Redtail Technology, Brinker Capital, Orion Portfolio Solutions, CLS Investments
What technology does Orion Portfolio Solutions use?
Some of the popular technologies that Orion Portfolio Solutions uses are: Drupal, reCAPTCHA, PHP, DoubleClick
How do I contact Orion Portfolio Solutions?
Orion Portfolio Solutions contact info: Phone number: (800) 379-2513 Website: www.orionportfoliosolutions.com
What does Orion Portfolio Solutions do?

FTJ FundChoice (soon to be Orion Portfolio Solutions) is a turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one, cohesive platform.... We help advisors confidently manage their clients, investments, and business through a simple UMA process, dedicated high-net-worth program, robust trading and reporting platforms, integrated suite of compliance tools, and monthly billing cycle.Read More

What are Orion Portfolio Solutions social media links?
Orion Portfolio Solutions Linkedin page Orion Portfolio Solutions Twitter page
Is Orion Portfolio Solutions a public company?
Orion Portfolio Solutions is private company therefore does not currently have an official ticker symbol
See more information about Orion Portfolio Solutions

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