Xcout IntelOrion Advisor Solutions
Orion Advisor Solutions is an American financial technology and investment services company headquartered in Omaha, Nebraska. Founded in 1999, it offers portfolio management software and investment solutions for financial advisors, broker-dealers, and other financial institutions.
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Orion Advisor Solutions at a glance
Orion Advisor Solutions is a fintech company headquartered in United States. Xcout tracks 9 named people at Orion Advisor Solutions, including Natalie Wolfsen (Chief Executive Officer). Xcout recorded 40 job postings from Orion Advisor Solutions in the last 90 days, naming tools such as Salesforce, Claude, Infoblox.
Orion Advisor Solutions leadership
- Natalie WolfsenChief Executive Officer
- Reed ColleyPresident, Orion Advisor Technology
- Ron PruittPresident, Orion Wealth Management
- Arun AnurChief Operating Officer
- Mark MayoChief Financial Officer
- Betsy PerezChief Marketing Officer
3 more named people on record for Orion Advisor Solutions, with roles, board committees and tenure — see the full roster →
Hiring at Orion Advisor Solutions
Xcout recorded 40 job postings from Orion Advisor Solutions in the last 90 days, from a hiring record Xcout has kept since August 2026.
Tools named in Orion Advisor Solutions's job postings
The weekly hiring trend, the roles and locations behind it — see Orion Advisor Solutions's hiring signals →
Tech stack
Orion Advisor Solutions competitors
A few of Orion Advisor Solutions's closest competitors — see the full list of competitors and alternatives →
Vestmark, Inc. is headquartered in Wakefield, Massachusetts, offering wealthtech solutions and services alongside its wholly-owned investment advisor subsidiary, Vestmark Advisory Solutions.
Opto Investments is a financial technology software company that provides a private markets investment platform designed for wealth advisors. The company is headquartered in New York, NY.
Advisor360° is a WealthTech leader that delivers an autonomous financial platform for advisors at RIAs, independent broker-dealers, and insurance broker-dealers, headquartered in Needham, Massachusetts.
Apex Fintech Solutions is a financial services company headquartered in Dallas, Texas, providing modern wealth tech solutions for digital investing.
Altruist is a financial technology company that provides digital custodial, brokerage, portfolio management, and client-engagement infrastructure for registered investment advisors (RIAs). It serves independent financial advisors and their clients, with a focus on simplifying and lowering the cost of wealth management operations.
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More on Orion Advisor Solutions in Xcout Intel
- 9 named people with titles, LinkedIn and board committees
- Weekly hiring history and the mix of roles behind it
- The full competitor set, tracking, exports and API access