746 Followers on Owler

Orion

is a Nebraska-based advisory company that provides services including financial planning, investment and asset management for the financial industry... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Orion

is a Nebraska-based advisory company that provides services including financial planning, investment and asset management for the financial industry... Read more
Orion CEO: Natalie Wolfsen

CEO

Natalie Wolfsen

CEO Approval Rating

82/100

1999

PrivateAcquired by Brinker Capital

Banking, Financial Services and Insurance
Asset & Investment Management

Est. Annual Revenue
$100-500M
Agree?
Est. Employees
500-1.0K
Agree?
Acquisitions
6

News

Acquisition
Dec 19, 2024
Business Wire
Orion acquired Summit Wealth Systems, Inc. for undisclosed amount
Partnership
Dec 06, 2024
Pulse2.0
Voya Partnering With Orion On Launching Technology Platform For Financial Pros

Orion Competitors

1LaSalle
2Impaxam
3Western Asset
Unlock more competitors

Trending Companies