Orion logo

Orion Employee Directory

Financial ServicesNebraska, United States1001-5000 Employees

Orion operates in the wealth technology space, offering an integrated suite of connected technology and investment solutions on an open architecture platform. Its tech-enabled fiduciary process helps financial advisors attract new clients, connect planning goals to investment strategies, and support investors in pursuing their individual definitions of financial success. The company focuses on growth-minded advisors, shaping its product development and acquisition strategy to meet their needs.

Its offerings are delivered through a family of brands—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital—that together form a platform that can be adopted wholly or used as stand-alone components to complement existing capabilities. Serving millions of technology accounts and thousands of independent advisory firms, Orion positions itself as a platform of choice for growth-focused practices aiming to strengthen client relationships, improve efficiency, and gain a competitive edge. The firm is based in Omaha, Nebraska, and operates within the financial services industry.

Find Orion employees' phone numbers or email addresses

Orion Global Highlights

Location
Employees

North America
1.3K

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  • United States Of America
    1.2K
  • Mexico
    18
  • Canada
    12
  • Costa Rica
    3
  • Dominican Republic
    2
  • Nicaragua
    1

Europe
131

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  • United Kingdom Of Great Britain And Northern Ireland
    27
  • France
    23
  • Netherlands
    14
  • Italy
    9
  • Denmark
    8
  • Poland
    8
  • Spain
    7
  • Portugal
    4
  • Germany
    3
  • Finland
    3
  • Sweden
    3
  • Romania
    3
  • Bulgaria
    3
  • Serbia
    3
  • Greece
    2
  • Georgia
    2
  • Cyprus
    2
  • Bosnia And Herzegovina
    1
  • Azerbaijan
    1
  • Moldova
    1
  • Hungary
    1
  • Lithuania
    1
  • Norway
    1
  • Ukraine
    1

Asia
121

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  • India
    41
  • Russian Federation
    17
  • Pakistan
    16
  • Bangladesh
    9
  • China
    9
  • Viet Nam
    5
  • Indonesia
    5
  • United Arab Emirates
    4
  • Singapore
    3
  • Philippines
    3
  • Turkey
    2
  • Kyrgyzstan
    2
  • Kuwait
    1
  • Jordan
    1
  • Kazakhstan
    1
  • Saudi Arabia
    1
  • Lebanon
    1

South America
72

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  • Brazil
    47
  • Argentina
    9
  • Peru
    8
  • Colombia
    2
  • Chile
    2
  • Ecuador
    2
  • Venezuela
    2

Africa
26

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  • South Africa
    5
  • Angola
    4
  • Egypt
    3
  • Nigeria
    3
  • Algeria
    2
  • Kenya
    2
  • Mozambique
    1
  • Côte D'ivoire
    1
  • Zimbabwe
    1
  • Benin
    1
  • Cameroon
    1
  • Morocco
    1
  • Tanzania
    1

Oceania
9

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  • New Zealand
    7
  • Papua New Guinea
    1
  • Australia
    1

Orion's Leadership

  • Stylized image of a person
    K. S.
    Ceo & Founder
    Phone icon
  • Stylized image of a person
    M. O. G. A.
    Chief Impact Officer
    Phone icon
  • Stylized image of a person
    S. S.
    Chief Officer
    Phone icon
  • Stylized image of a person
    B. J.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    K. H.
    Chief Revenue Officer (cro)
    Phone icon
  • Stylized image of a person
    R. V.
    Chief Investment Officer
    Phone icon
  • Stylized image of a person
    C. S. U.
    Chief Marketing Officer
    Phone icon
  • Stylized image of a person
    M. F.
    Chief Of Staff
    Phone icon

Orion Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Analytics
  • Product Management
  • Program & Project Management
  • Consultant
  • Other
  • Banking
  • Finance

Contact profiles from Orion

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. S.
    Director Of Implementation
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. S.
    Director, Security Risk & Audit
    Phone icon
    May 23, 2026
  • Stylized image of a person
    M. R.
    Director Of National Accounts
    Phone icon
    Oct 22, 2024
  • Stylized image of a person
    T. M.
    Product Director Of Financial Planning
    Phone icon
    Jul 17, 2026
  • Stylized image of a person
    T. C.
    Director Information Technology Systems
    Phone icon
    Oct 23, 2024
  • Stylized image of a person
    R. K.
    Senior Portfolio Manager
    Phone icon
    Jul 24, 2026
  • Stylized image of a person
    J. D.
    Strategic Relationship Manager
    Phone icon
    May 31, 2026
  • Stylized image of a person
    A. S.
    Human Resources Manager
    Phone icon
    Egypt
    Jul 27, 2026
  • Stylized image of a person
    A. H.
    Manager
    Phone icon
    Nov 12, 2025
  • Stylized image of a person
    B. M.
    Project Manager
    Phone icon
    Jun 30, 2026

Frequently Asked Questions

What is Orion known for?

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Orion operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Orion's company overview page for more information.

What is Orion's most common email format?

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

How many employees does Orion have currently?

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Orion has approximately 1.9K employees as of July 2026. These team members are located across 6 continents, including North AmericaEuropeAsia.

Who are Orion's key employees and leadership?

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

  • Ceo & Founder: K. S.
  • Chief Impact Officer: M. O. G. A.
  • Chief Officer: S. S.
  • Chief Marketing Officer: B. J.
  • Chief Revenue Officer (cro): K. H.

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