Overview
News
Technologies
Salaries
Products
People
Growth
Offices
Jobs
Financials

Overview

Orion Advisor Solutions provides portfolio accounting and practice technology for financial advisers. Its platform covers performance reporting, rebalancing, billing and client portals. The firm also offers investment management and compliance services.

News

Award 24 days ago
Orion Wins InvestmentNews 5-Star Technology Award for Denali AI
Orion Wins InvestmentNews 5-Star Technology Award for Denali AI curtis.kelly@o… Mon, 09/21/2026 - 13:12 2708-U-26261 Denali AI recognized for bringing governed intelligence, trusted data and connected workflows together for advisors OMAHA, Neb. - Septembe
Read more
Report
Blog 25 days ago
Weekly Wire: Where You Start Out Is Sometimes Where You End Up…
Weekly Wire: Where You Start Out Is Sometimes Where You End Up… [email protected] Sun, 09/20/2026 - 18:29 September 21, 2026 08:00 AM Our investment team is closely monitoring the developments in the Middle East and the impact they are having on commod
Read more
Report
Blog 27 days ago
What Does the Fed Hike Mean for Equities?
What Does the Fed Hike Mean for Equities? [email protected] Fri, 09/18/2026 - 13:43 September 22, 2026 08:00 AM Key Takeaways: Nolan Mauk, CFA
Read more
Report
Podcast 29 days ago
Matt Halloran - Shut Up and Listen
Matt Halloran - Shut Up and Listen Derek Wed, 09/16/2026 - 23:00 September 16, 2026 11:00 PM Tune in to hear: If Matt could take one lesson from his former life as a therapist and impart it to all the advisors that he serves, what would that lesson be? Wh
Read more
Report
Blog 30 days ago
Orion Ascent 2027: Registration Now Open for the Financial Industry's Signature Wealthtech Event
Orion Ascent 2027: Registration Now Open for the Financial Industry's Signature Wealthtech Event curtis.kelly@o… Wed, 09/16/2026 - 09:10 2660-U-26257 Advisors and their teams head to Orlando February 22-24 to Unlock what comes next - with a keynote from A
Read more
Report
Blog 1 month ago
AI, Data Center Regulations, and the Upcoming Midterms
AI, Data Center Regulations, and the Upcoming Midterms [email protected] Tue, 09/15/2026 - 08:06 September 17, 2026 08:00 AM As AI infrastructure continues to expand, data center development is drawing increased attention from investors, policymakers,
Read more
Report
Blog 1 month ago
Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors
Orion Expands Anthropic Collaboration as Launch Partner for Claude for Financial Advisors Derek Mon, 09/14/2026 - 11:03 News No September 14, 2026 11:01 AM align_center Share: False 1 Related Resources Wealth Management Event OPS New User Series: Advisor
Read more
Report
Blog 1 month ago
Weekly Wire: Paying Less For More…
Weekly Wire: Paying Less For More… [email protected] Sun, 09/13/2026 - 16:21 September 14, 2026 08:00 AM Our investment team is closely monitoring the developments in the Middle East and the impact they are having on commodity prices, the stock market,
Read more
Report
Podcast 1 month ago
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns
Jay Mooreland - The Emotional Investor: Behavioral Finance, Investor Psychology & Making Better Decisions in Market Downturns Derek Wed, 09/09/2026 - 23:00 September 9, 2026 11:00 PM Tune in to hear: Where's the current interest and momentum in Behavioral
Read more
Report
Blog 1 month ago
Orion Expands Advisor Trading, Putting Enterprise-Grade Trading and Rebalancing Directly in Advisors' Hands
Orion Expands Advisor Trading, Putting Enterprise-Grade Trading and Rebalancing Directly in Advisors' Hands curtis.kelly@o… Tue, 09/08/2026 - 13:19 2584-U-26247 A curated Orion Trading workflow gives individual advisors the power they need while firms kee
Read more
Report
Show more news

Tech stack

Technologies named in job postings at Orion Advisor Solutions over the last 12 months, by layer, with the share of postings for each.
Technologies in use
43
Postings analysed
8
Stack modernity
87/100AI adopter
Languages
SQL
C#
PowerShell
Frameworks & libraries
FAISS
Haystack
LangChain
LlamaIndex
Databases
Pinecone
Weaviate
Cloud & platforms
AWS
.NET
Power BI
API Gateway
AI & ML
ChatGPT
Claude
GPT-4
Sign in to see how your skills match this stack Sign In
Full Orion Advisor Solutions tech stack 43 technologies · by team · pay by technology · changes · similar stacks

Salary insights

Compensation ranges based on this company's open jobs
Median
$170k
Typical range
$127k – $227k
Open positions
6
6 Jobs
Senior 100%
Level Jobs Median Typical range
Senior 6 $170k $127k – $227k
Highest paying role Senior AI Engineer $227k
Normalized to USD per year
All salaries at Orion Advisor Solutions By role, level and city, against the market · 6 jobs with pay

People

Hussain Zaidi
Executive Officer, Director
Mustapha Baassiri
Executive Officer, Director
Aron Miodownik
Director
Alexander Acree
Director
John Dowd
Director
Names and roles come from public filings, company registers and the company's own site. Is this you? Correct or remove · How we handle this data

Growth

Hiring Momentum
86/100
Scaling fast
Open positions
8
3 opened / 5 closed in 30 days
Median time-to-fill
21 days
faster than 51% of the market
ATS activity
Every ~11 hours
10/15/2026
Hiring Dynamics +100%
Hiring Focus
The percentage next to each role is its share of the company's job openings over the last 90 days; the arrow shows the shift versus the previous period.
Finance
16% ▲
Legal
12% ▼
Marketing
12% ▼
Product
8% ▼
Customer Success
8% ▲
Early Careers
8% ▼
Activity Timeline
Added Machine Learning to stack Sep 2026
Added Tableau to stack Sep 2026
Added Microsoft Office to stack Sep 2026
Added Windows to stack Sep 2026
Added OSPF to stack Sep 2026
Added DNS to stack Sep 2026
Added DHCP to stack Sep 2026
Added BGP to stack Sep 2026
Added Power BI to stack Sep 2026
Added Agile to stack Sep 2026
Added Tool Use to stack Sep 2026
Added Microsoft Excel to stack Sep 2026

Offices

Where the company hires and what each office is for
Cities
10
Hiring now
7
Countries
1
Busiest office
Omaha
Loading the map
Headquarters Builds here Office with open vacancies No open vacancies right now Tap a pin for the office
Omaha United States
HQ
Omaha, NE
10 open roles 21 posted in 90 days 30% engineering 50-200 est. staff $181k Avg Salary
hires for AI/ML, Backend, Networking
17605 Wright Street, Omaha, NE 68130
seen since Mar 2026 company site, job postings
New York United States
HQ
Lehi United States
Regional office
Lehi, UT
8 open roles 14 posted in 90 days 50% engineering 50-200 est. staff $176k Avg Salary
hires for AI/ML, Backend, Networking
3450 Triumph Boulevard, Lehi, UT 84043
seen since Mar 2026 company site, job postings
Philadelphia United States
Regional office
Omaha
4 open roles 9 posted in 90 days 50-200 est. staff $196k Avg Salary
hires for Finance, Operations, Customer Success
seen since Aug 2026 job postings
Cincinnati United States
2 open roles 4 posted in 90 days 10-50 est. staff
hires for Operations, Early Careers
seen since Aug 2026
King of Prussia United States
Regional office
King of Prussia, PA
2 open roles 4 posted in 90 days 50% engineering 10-50 est. staff $149k Avg Salary
hires for Networking, Support
1000 Continental Drive
seen since Jul 2026 company site
Jacksonville United States
Regional office
Jacksonville, FL
1 open roles 2 posted in 90 days 10-50 est. staff
hires for Early Careers
10151 Deerwood Park Blvd
seen since Aug 2026 company site
Phoenix United States
1 open roles 1 posted in 90 days 1-10 est. staff
hires for Early Careers
seen since Aug 2026
Chandler United States
Regional office
Chandler, AZ
5580 West Chandler Blvd
company site
Idaho Falls United States
Regional office
Idaho Falls, ID
1135 Pier View Drive
company site

Jobs

$83k – $127k per year • Hybrid • Full-Time • 7+ years exp • Bachelor's Degree • Omaha • King of Prussia • Lehi
PowerShell
Copilot
DevOps
SLI/SLO/SLA
Windows
Cybersecurity
Microsoft Entra ID
Active Directory
Management
Confluence
Jira
Outlook
Microsoft Teams
OneDrive
SharePoint
Service Desk
Apply
$141k – $227k per year • Hybrid • Full-Time • Omaha • Lehi
SQL
C#
.NET
Databases
Weaviate
Pinecone
FAISS
AI/ML
LangChain
Claude
LlamaIndex
Fine-tuning
Embeddings
Prompt Engineering
Function Calling
AI Agents
Haystack
RAG
GPT-4
LLM Guardrails
Tool Use
Machine Learning
DevOps
Terraform
AWS
Management
Agile
Apply
$108k – $170k per year • Hybrid • Full-Time • 7+ years exp • Bachelor's Degree • Omaha • King of Prussia • Lehi
Azure
AWS
DNS
DHCP
BGP
OSPF
Cybersecurity
ISO 27001
Apply

Financials

Total raised
$7.6M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
Round Announced Amount
Venture - Series Unknown 2017 $7.6M Details