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Orion Advisor Solutions, LLC, based in Omaha, provides technology for financial advisors, including portfolio accounting and CRM.
Founded in 1999 and headquartered in Omaha, Nebraska, Orion Advisor Solutions, LLC offers technology for financial advisors and investment firms, including portfolio accounting, client relationship management, risk intelligence and compliance tools. Its clients include RIAs, broker-dealers, banks and trust companies in the United States and Canada. In February 2015 TA Associates acquired a majority stake, with the deal completed in April 2015. CEO Natalie Wolfsen leads the company.
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