¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for All-In-One Software Programs
Whitepaper
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Advisor Tech
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Who We Serve
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Our TeamsYour Work Makes Orion Work
Technology & Product
There’s a reason we were named the #1 All-In-One Software Program used by advisors¹ — and this team is it.
Investment Management
Meet the team behind our broad range of investment solutions and industry expertise.
Employee Success & HR
Our Employee Success team brings our values to life, helps find new talent, and serve as champions for everyone at Orion.
Customer Success & Operations
Join the teams working every day to help advisors grow and scale using our software and services.
Finance
The Finance team is crucial to Orion’s operational excellence and charting our path forward in the fintech industry.
Legal & Compliance
The Orion Legal & Compliance teams safeguard the future we’re building for our clients, investors, our people, and the industry as a whole.
Sales
Our Sales team does more than sell our technology and services — they partner with our customers to craft and deliver the solutions they need to succeed.
Marketing & Communications
The team behind our powerhouse brand(s), industry-leading thought leadership and storytelling, and all the education advisors rely on.
Working the Orion Way
You communicate with clarity.
You are
flexible and accountable.
You put the client first.
You share honest feedback.
You respect and encourage life balance.
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