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Orion

Orion Summary

Company Summary

Overview
Orion Advisor Solutions (formerly known as NorthStar Financial Services Group) is a company that develops a financial advisory platform. It offers technology and investment solutions, including portfolio accounting, CRM, compliance, risk intelligence, wealth advisory, proprietor investments, etc.
Type
Private
Status
Active
Founded
1999
HQ
Omaha, NE, US | view all locations
Website
https://orion.com/
Cybersecurity rating
ESG rating
50-59 out of 100|View all ESG data
Sectors

Key People

  • Natalie Wolfsen

    Natalie Wolfsen, Chief Executive Officer, Board Member

  • Daniel Applegarth

    Daniel Applegarth, Chief Financial Officer

  • Julie Lane

    Julie Lane, Chief Human Resources Officer

  • Betsy Jazynka

    Betsy Jazynka, Chief Marketing Officer

Operating MetricsView all

Types of Clients Served

2

Aug, 2024

Solutions

15

Aug, 2024

Users

110K

Aug, 2024

LocationsView all

8 locations detected

  • Omaha, NE HQ

    United States

    17605 Wright Street

  • Berwyn, PA

    United States

    1055 Westlakes Drive, Suite 250

  • Chandler, AZ

    United States

    5580 West Chandler Blvd, Suites 1-3

  • Hebron, KY

    United States

    2300 Litton Lane, Suite #100

  • Idaho Falls, ID

    United States

    1135 Pier View Drive, Suite 180

  • New York, NY

    United States

    30 E 23rd St 4th floor

and 2 others

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