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Orion

Orion is a Nebraska-based advisory company that provides turnkey asset management, CLV investments, and related services for businesses. Read more

Eric Clarke's photo - Founder & CEO of Orion

Founder & CEO

Eric Clarke

CEO Approval Rating

90/100

Founded:

1999

Status:

Weigh-in!

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Growth Score - 1/1

Is 800 a good estimate for Orion's Employee count?

Orion Acquisitions

COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
HiddenLevers

Mar 2021

Source »
undisclosed
HiddenLevers is a Georgia-based fintech platform that provides solutions such as digital transformation, risk analysis, and asset management for financial institutions.

These are all the companies that Orion has acquired. Orion's latest acquisition was HiddenLevers in Mar 2021. HiddenLevers is a Georgia-based fintech platform that provides solutions such as digital transformation, risk analysis, and asset management for financial institutions.

Orion Funding History

No recent funding data found related to Orion

Orion Investments

No recent investments found related to Orion

These are all the companies that Orion has invested in. Orion's latest investment was HiddenLevers in Mar 2021. HiddenLevers is a Georgia-based fintech platform that provides solutions such as digital transformation, risk analysis, and asset management for financial institutions.

Orion News

June 2, 2021privateequitywire

Orion and Hiddenlevers announce first post-acquisition deal with Cardea Capital

Orion and Hiddenlevers announce first post-acquisition deal with Cardea Capital Submitted 02/06/2021 ... See more »
May 4, 2021MarketScreener

Orion Teams With FeeX For Management of Held-Away Assets

(marketscreener.com) Data integration grants advisors compliant, secure, direction of 401s and other ... See more »
March 23, 2021MarketScreener

Orion and BNY Mellon's Pershing Expand Relationship, Deepen Tech Integrations

(marketscreener.com) Integrations will allow advisors to effortlessly navigate between the two platfo... See more »
March 9, 2021News Break

Orion Advisor Solutions Acquires a 'Black Swan in a Box' | News Break

Orion Advisor Solutions, which provides technology and asset management services to financial advisor... See more »
March 9, 2021MarketScreener

Orion Acquires Next-Level Risk Analytics and Business Intelligence Platform, HiddenLevers

(marketscreener.com) HiddenLevers' respected risk analysis, portfolio construction, and business inte... See more »
January 27, 2021FinanzNachrichten

An Innovative Joint Venture Between Orion Advisor Solutions and Focus Client Solutions Will Add Cash Management and Credit Capabilities to the Orion WealthTech Platform

Joint venture will offer advisors a comprehensive approach to addressing clients' needs via an open-a... See more »
January 22, 2021MarketScreener

Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

(marketscreener.com) 'Bootcamp' events, expertise networks, and pricing deals create new advantages f... See more »

Orion Press Releases

November 30, 2020Business Wire

Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry

OMAHA, Neb.--(BUSINESS WIRE)--Pursuing an enormous opportunity to guide investors to achieve better o... See more »
November 12, 2020Business Wire

Orion Bolsters Investment Lineup With 50+ Outcomes Focused BlackRock Model Strategies

OMAHA, Neb.--(BUSINESS WIRE)--To continue growing in a remote service world, advisors need scale with... See more »
September 3, 2020Business Wire

Orion Enhances Its TAMP to Excite Prospects and Ignite Long-Term Advisor-Client Success

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of the tech-enabled fiduc... See more »
July 28, 2020Business Wire

Orion's New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

OMAHA, Neb.--(BUSINESS WIRE)--Orion Advisor Solutions, the premier provider of the tech-enabled fiduc... See more »
July 27, 2020PR Newswire

Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

DALLAS, July 27, 2020 /PRNewswire/ -- Apex Clearing, the digital custody and clearing engine powering... See more »
February 18, 2020StreetInsider

Orion's New User Interface Reimagines Advisor Experience, Surfaces Actionable Workflows

Orions home experience, revealed at the T3 Advisor Conference, marries the best of app- and dashboard... See more »

Orion Videos

September 4, 2019Orion Advisor Services Youtube Channel

"A Firm That's Embracing Innovation: Warren Averett" on YOUTUBE

September 4, 2019Orion Advisor Services Youtube Channel

"A Firm That's All About Disruption: Monument Wealth" on YOUTUBE

July 17, 2019Orion Advisor Services Youtube Channel

"Our Vision For the Future: Orion & Advizr" on YOUTUBE

July 17, 2019Orion Advisor Services Youtube Channel

"Next-Gen Client Experience: Orion & Advizr" on YOUTUBE

July 17, 2019Orion Advisor Services Youtube Channel

"Orion Advisor Technology: RedTail Integration" on YOUTUBE

July 17, 2019Orion Advisor Services Youtube Channel

"Orion Ascent 2018 1 5 Min Highlights v3" on YOUTUBE

July 17, 2019Orion Advisor Services Youtube Channel

"T3 Data Survey" on YOUTUBE

Social Media

Orion Headquarters

17605 Wright Street

Omaha, Nebraska68130

402-895-1600

Driving Directions »

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Orion Summary

ABOUT

Overview

Orion is a Nebraska-based advisory company that provides turnkey asset management, CLV investments, and related services for businesses. Orion was founded in 1999. Orion's headquarters is located in Omaha, Nebraska, USA 68130. Orion's latest acquisi...

CEO

Orion's Founder & CEO, Eric Clarke, currently has an approval rating of 90%. Orion's primary competitors are

Website

orion.com

Frequently Asked Questions about Orion

  1. When was Orion founded?

    Orion was founded in 1999
  2. Who is Orion's CEO?

    Orion's CEO is Eric Clarke
  3. How much revenue does Orion generate?

    Orion generates $100M in revenue
  4. How much funding does Orion have?

    Orion has historically raised $0 in funding
  1. Where is Orion's headquarters?

    Orion's headquarters is in Omaha Nebraska, USA
  2. How many employees does Orion have?

    Orion has 800 employees
  3. What sector does Orion operate in?

    Orion is in Systems Software, Enterprise Software