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

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.

Product Development and Management

The Marketing and Sales Operations team at Orion Advisor Tech is responsible for driving brand awareness and client engagement through strategic marketing initiatives and effective sales support. This team collaborates to optimize customer experiences, manage relationships with investment advisors, and develop innovative outreach strategies that support business growth and enhance portfolio management services. By aligning marketing efforts with sales objectives, they ensure a cohesive approach to expanding the firm's market presence and fostering client loyalty.

Orion Advisor Tech

Org chart

Board & advisors

Teams

Leadership Team

Finance and Accounting

Product Development and Management

Marketing and Sales Operations

Offices

Orion Advisor Tech

Org chart

Board & advisors

Teams

Leadership Team

Finance and Accounting

Product Development and Management

Marketing and Sales Operations

Offices

Related companies