Orion Advisor Technology LLC is the technology division of Orion Advisor Solutions, a wealthtech company that provides portfolio accounting, CRM, trading, financial planning, compliance, and client/advisor portal software for financial advisors, RIAs, broker-dealers, banks, trust companies, and family offices. It is a leading U.S. advisor technology platform in the financial technology sector, headquartered in Omaha and operating as part of a broader integrated wealth management software and investment solutions business.

Products & services

Orion Connect A portfolio accounting platform that integrates portfolio management, trading, billing, and reporting functions for financial advisors.
Eclipse™ Trading and Rebalancing Platform A trading and rebalancing system integrated with Orion Connect that supports two-way data synchronization for portfolio management and trading.
Compliance App with Supervise Tool A compliance management application featuring the Supervise Tool to automate oversight of trading, billing, and portfolio management activities.
Products and Prices App An application that enables advisors to create and manage custom financial products, indexes, benchmarks, and SMA products within the Orion platform.
Orion Market*r Platform A content platform providing financial advisors with up-to-date marketing materials, whitepapers, and social media content.
Denali AI Firm-wide AI orchestration platform connecting Orion and third-party systems to automate workflows for wealth management firms.

Leadership

Hussain Zaidi President - Financial Planning Solutions
Mark Mayo CFO
Carlos Guillen Senior Vice President Tech Products - Compliance
Kyle Hiatt EVP of Business Development
Eric Clarke Founder

Seniority mix

Entry & junior 0 roles
Mid-level 0 roles
Senior 4 roles
Lead & principal 0 roles
Manager & above 1 role

Based on 5 open roles

Where they hire

Greater Omaha Area, United Kingdom 4 roles
Greater Philadelphia Area, PA 1 role

Based on 5 roles with a listed city

Brands & subsidiaries

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