Orion Advisor Tech

Orion Advisor Techn (formerly Orion Advisor Services) is a provider of financial advisor technology and investment solutions. It offers implementation and conversion, brokerage dealer, client communication, and tax reporting services.
TypeSubsidiary
HQOmaha, NE, US
Founded1999
Websiteorionadvisortech.com
Orion Advisor Tech was founded in 1999 and is headquartered in Omaha, NE, US

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Key People/Management at Orion Advisor Tech

Eric Clarke

Eric Clarke

CEO, Board Member
Daniel Applegarth

Daniel Applegarth

Chief Financial Officer
Randy Lambert

Randy Lambert

Chief Operations Officer
Kelly Waltrich

Kelly Waltrich

Chief Marketing Officer
Todd Crockett

Todd Crockett

Board Member
M. Roy Burns

M. Roy Burns

Managing Director, TA Associates
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Orion Advisor Tech Office Locations

Orion Advisor Tech has offices in Omaha, Bothell, Hebron, King of Prussia and in 1 other location
Omaha, NE, US (HQ)
17605 Wright St
Bothell, WA, US
22722 29th Dr SE #130
Hebron, KY, US
2300 Litton Ln #102
King of Prussia, PA, US
600 W Dekalb Pike #360
New York, NY, US
36 W 25th St
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Orion Advisor Tech Financials and Metrics

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Founding Date

1999

Orion Advisor Tech Online and Social Media Presence

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Orion Advisor Tech Frequently Asked Questions

  • When was Orion Advisor Tech founded?

    Orion Advisor Tech was founded in 1999.

  • Who are Orion Advisor Tech key executives?

    Orion Advisor Tech's key executives are Eric Clarke, Daniel Applegarth and Randy Lambert.

  • How many employees does Orion Advisor Tech have?

    Orion Advisor Tech has 426 employees.

  • Who are Orion Advisor Tech competitors?

    Competitors of Orion Advisor Tech include Remotasks, Propio and illion.

  • Where is Orion Advisor Tech headquarters?

    Orion Advisor Tech headquarters is located at 17605 Wright St, Omaha.

  • Where are Orion Advisor Tech offices?

    Orion Advisor Tech has offices in Omaha, Bothell, Hebron, King of Prussia and in 1 other location.

  • How many offices does Orion Advisor Tech have?

    Orion Advisor Tech has 5 offices.