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Orion Advisor Solutions

ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals.
Omaha, Nebraska, United States Founded 1999 1001-5000 employees For Profit

Orion Advisor Solutions is an asset and investment management advisory firm.

Total Funding
Available in Pro
Last Funding
Available in Pro
Acquisitions
4
Investments
1
Monthly Visits
Available in Pro
Contacts
676
Patents
0
14 trademarks

Company Details

Funding & Financials

Pro
Total funding
Funding rounds
Last funding
Last funding type
Last funding date
Funding status
Total equity funding
Revenue range

IPO & Stock

IPO status
Private

Web Traffic

Pro
Monthly visits
Global traffic rank
6-mo avg visits
Visit duration (s)
Pages / visit
Bounce rate
Rank change (mo)

Technology & IP

Active technologies
104
Active products
16
Patents granted
0
Trademarks
14
IT spend
$46M

Investor Activity

Investments
1
Portfolio orgs
1

Company Info

Founded
1999
Employees
1001-5000
Operating status
Active
Company type
For Profit
Org types
company, investor
Founders
1
News articles
87
HQ
Omaha, Nebraska, United States
Region
Midwestern US

Signals & Scores

Heat score
Medium
Growth score
Low
Trend (7d)
-0.6
Trend (30d)
1.2
Trend (90d)
3.2
Last leadership hire
May 12, 2026
Last layoff mention
Sep 30, 2023

Investments by Orion Advisor Solutions

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Acquisitions by Orion Advisor Solutions

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Key People at Orion Advisor Solutions

Chief of Strategic Relationships
Chief Executive Officer
Executive Vice President of Wealth Management Product and Platform
Head of Retirement Plan Services
EVP, Enterprise and TAMP Products
676
professional contacts at Orion Advisor Solutions
Contact execs at Orion Advisor Solutions

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Orion Advisor Solutions - Company Profile, Full Acquisitions List, Funding and Investments