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Orion Advisor Tech

Financial Software · Nebraska, United States · 800 Employees

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Who is Orion Advisor Tech

Founded in 1999, Orion Advisor Tech is a portfolio accounting service provider for advisors. Their technology includes client experience tools, tax-intelligentrebalancing, efficient billing, integrated planning, and automated compliance monitoring. This company's headquarters is in Omaha, Nebraska.Read More

Headquarters

Headquarters:

17605 Wright St, Omaha, Nebraska, 68130, United States
Phone Number

Phone Number:

(402) 496-3513
Revenue

Revenue:

$412 Million
Orion Advisor Tech's Social Media
SIC Code 73,737
NAICS Code 5112,511210
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Orion Advisor Tech's Org Chart

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Kelly Waltrich
Kelly Waltrich

Chief Marketing Officer

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Orion Advisor Tech Company Metrics

Company Insights
Employee Growth Rate
Revenue
QuarterRevenue

'21 - Q1

412450000

'21 - Q2

412450000

Acquisitions & Subsidiaries

Jul 03, 2018

TownSquare Capital

Dec 01, 2015

HiddenLevers

Feb 18, 2014

Advizr

Aug 22, 2012

Basiscode Compliance

Redtail Technology

Orion Portfolio Solutions

See More Acquisitions & Subsidiaries

Orion Advisor Tech's Tech Stack

Microsoft IIS

By

Microsoft

VMware vCenter Server

By

VMware

WooCommerce

By

Automattic

Windows Server 2012

By

Microsoft
See more technologies

Orion Advisor Tech News & Media

Financial Planning Software Market Next Big Thing : Envestnet, InStream Solutions, Advizr

Edison, NJ -- (SBWIRE) -- 05/24/2021 -- The Global Financial Planning Software Market study describes how the technology industry is evolving and how major and emerging players in the industry are responding to long term opportunities and short-term challenges they face. One major attraction about Financial Planning Software Industry is its growth rate. Many major technology players - including PIEtech, EMoney Advisor, Advicent, Money Tree, WealthTec, Oltis Software, Advisor Software, Envestnet,

Financial Forecasting Software Market Next Big Thing: Major Giants Advizr, CAMMS, Calumo, Xlerant

Edison, NJ -- (SBWIRE) -- 04/09/2021 -- Global Financial Forecasting Software Market by Player, Region, Type, Application and Sales Channel is latest research study released by HTF MI evaluating the market, highlighting opportunities, risk side analysis, and leveraged with strategic and tactical decision-making support (2021-2026). The study provides information on market trends and development, drivers, capacities, technologies, and on the changing investment structure of the Global Financial F

Financial Planning Software Market Next Big Thing: Major Giants CAMMS, Calumo, Xlerant, Advizr

Edison, NJ -- (SBWIRE) -- 04/09/2021 -- Global Financial Planning Software Market by Player, Region, Type, Application and Sales Channel is latest research study released by HTF MI evaluating the market, highlighting opportunities, risk side analysis, and leveraged with strategic and tactical decision-making support (2021-2026). The study provides information on market trends and development, drivers, capacities, technologies, and on the changing investment structure of the Global Financial Plan
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Frequently Asked Questions regarding Orion Advisor Tech

Where are Orion Advisor Tech’s headquarters?

Orion Advisor Tech’s headquarters are in 17605 Wright St, Omaha, Nebraska, 68130, United States

What is Orion Advisor Tech’s phone number?

Orion Advisor Tech’s phone number is (402) 496-3513

What is Orion Advisor Tech’s official website?

Orion Advisor Tech’s official website is www.orionadvisor.com

What is Orion Advisor Tech’s Revenue?

Orion Advisor Tech’s revenue is $412 Million

What is Orion Advisor Tech’s SIC code?

Orion Advisor Tech’s SIC: 73,737

What is Orion Advisor Tech’s NAICS code?

Orion Advisor Tech’s NAICS: 5112,511210

How many employees are working in Orion Advisor Tech?

Orion Advisor Tech has 800 employees

What is Orion Advisor Tech’s industry?

Orion Advisor Tech is in the industry of: Financial Software, Software

Who are Orion Advisor Tech’s main competitors?

Orion Advisor Tech's main competitors are: Tamarac, Clearwater, Advent Software, Wealth Management

What companies has Orion Advisor Tech acquired?

Orion Advisor Tech has acquired the companies: TownSquare Capital, HiddenLevers, Advizr, Basiscode Compliance

What is Orion Advisor Tech's tech stack?

The technologies that are used by Orion Advisor Tech are: Microsoft IIS, VMware vCenter Server, WooCommerce, Windows Server 2012

See more information about Orion Advisor Tech

Working at Orion Advisor Tech

eNPS iOrion Advisor Tech’s Employee Net Promoter Score (eNPS) is 56, as rated by 9 employees.
56eNPS Score
67% Promoters
22% Passives
11% Detractors
4.4/5 on G2 Crowd