A collection of companies that support investment advisors through third-party money management services, portfolio accounting & back office technologies and mutual fund administration and accounting services.

Finance

Orion Advisor Tech

Orion Advisor Tech's headquarters in Omaha, NE, United States

Eric Clarke

M. Roy Burns

Todd Crockett

Sid Ramakrishnan

Tony Salewski

Lori Hardwick

Charles Goldman

Noreen D. Beaman

Jonathan R. Baum

This department oversees the development and strategy of products, ensuring alignment with market needs and organizational goals.

Product Management

This department focuses on designing, developing, and maintaining software applications and systems.

Software Development

This department focuses on identifying growth opportunities and building relationships to enhance the organization's market presence.

Business Development

The Leadership Team at Orion Advisor Tech is responsible for setting the strategic direction and vision of the company, ensuring financial health and compliance, and fostering a positive organizational culture. They collaborate to drive innovation in services for investment advisors and oversee the execution of business initiatives that enhance operational efficiency and client satisfaction.

Leadership Team

The Finance and Accounting team at Orion Advisor Tech is responsible for managing the company's financial health and ensuring accurate accounting practices across its various services. This team oversees budgeting, financial reporting, investment strategy, and compliance, while also collaborating with other departments to optimize portfolio accounting and back-office processes. By leveraging their expertise, they support the organization's growth and enhance its financial decision-making capabilities.

Finance and Accounting

The Product Development and Management team at Orion Advisor Tech is responsible for innovating and managing the company's suite of tools and services tailored for investment advisors. This team collaborates on strategic product development, ensures high data integrity and quality assurance, and oversees the onboarding process. Additionally, they focus on user experience through design and engineering, working collectively to enhance the functionality and performance of financial technology solutions.

Orion Advisor Tech

Org chart

Board & advisors

Teams

Product Management

Software Development

Business Development

Leadership Team

Finance and Accounting

Product Development and Management

Offices

Orion Advisor Tech

Org chart

Board & advisors

Teams

Product Management

Software Development

Business Development

Leadership Team

Finance and Accounting

Product Development and Management

Offices

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