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Orion Portfolio Solutions Employee Directory

Financial ServicesKentucky, United States51-200 Employees

Orion Portfolio Solutions operates in the financial services sector and is based in Hebron, Kentucky. The company offers a turnkey asset management program that combines intuitive technology, flexible investment options, and a robust support structure to help advisory practices run with greater confidence. Its stated aim is to simplify the process of building strong, profitable financial advisory businesses and to foster durable client relationships, supported by a mid-sized team.

Its target customers are financial advisors and wealth management platforms seeking to enhance client experiences and streamline business operations. A recent development includes a partnership with Docupace Technologies to automate workflows within Orion's wealth management platform, and the firm has been recognized as one of America's Best TAMPs for eight consecutive years.

Find Orion Portfolio Solutions employees' phone numbers or email addresses

Orion Portfolio Solutions Global Highlights

Location
Employees

North America
61

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  • United States Of America
    61

Asia
1

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  • Japan
    1

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Orion Portfolio Solutions's Leadership

  • Stylized image of a person
    M. F.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. P.
    Service Team Specialist
    Phone icon
    Mobile Phone

Orion Portfolio Solutions Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Finance
  • Analytics
  • Consultant
  • Engineering
  • Other
  • Accounting
  • Banking
  • Entrepreneurship
  • Sales
  • Business Development
  • Information Technology

Contact profiles from Orion Portfolio Solutions

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. F.
    Owner
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    R. P.
    Service Team Specialist
    Phone icon
    Mobile Phone
    Jul 08, 2026

Frequently Asked Questions

What is Orion Portfolio Solutions known for?

Minus sign iconPlus sign iconOrion Portfolio Solutions was founded in 2001 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-859-426-****
. Explore Orion Portfolio Solutions's company overview page for more information.

What is Orion Portfolio Solutions's most common email format?

Minus sign iconPlus sign iconOrion Portfolio Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Orion Portfolio Solutions email formats with LeadIQ.

How many employees does Orion Portfolio Solutions have currently?

Minus sign iconPlus sign iconOrion Portfolio Solutions has approximately 89 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Orion Portfolio Solutions's key employees and leadership?

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As of July 2026, Orion Portfolio Solutions's key employees include:

  • Owner: M. F.
  • Service Team Specialist: R. P.

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