Orion Tech Stack

Integrated wealthtech platform for independent financial advisors

Financial Services Omaha, NE 1,001–5,000 employees Privately Held

Orion operates a multi-product wealthtech suite serving independent advisory firms, built on Salesforce, AWS, and a Microsoft stack (SQL Server, C#, ASP.NET). The company is scaling aggressively—64 engineering and support hires in the last 30 days—while pursuing infrastructure modernization (IaC pipelines) and AI/ML system development. Pain points cluster around compliance, client retention, and filling technical roles, suggesting operational maturity requirements outpacing current staffing.

Tech Stack 57 technologies

Core StackSalesforce Apex SQL Server Angular ASP.NET C# AWS JavaScript TypeScript React AWS Lambda CloudFront Visualforce Lightning Web Components Entity Framework Web API MVC AJAX XML HTML Microsoft Office Word Excel PowerPoint Outlook OCIO API Gateway EventBridge AWS SQS AWS SNS+27 more

What Orion Is Building

◆Challenges

Scaling high-volume financial applications
Maintaining compliance readiness
Increasing share of wallet
Increasing sales in territory
Retaining existing clients
Increasing sales within region
Increasing recruitment and sales activity
Hard-to-fill technical roles
Single points of failure
Complex hr projects

▲Active Projects

Territory sales plans
Infrastructure-as-code pipelines
Orion enterprise client onboarding
Initial onboarding of new clients
Cross-selling advisor studios
Conference sponsorship
End-to-end ai/ml system development
Targeted sales campaigns
Ai workflow optimization
Scalable data pipeline development

Hiring Activity

Accelerating120 roles · 65 in 30d

Department

Engineering

Support

Sales

Finance

Ops

Product

Legal

Seniority

Mid

Senior

Junior

Staff

Director

Intern

Manager

Principal

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About Orion

Orion provides advisory firms with an integrated platform spanning portfolio management, trading/rebalancing, financial planning, client relationship management, and fee billing. The company operates through five brand entities—Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and TownSquare Capital—collectively supporting over 5 million technology accounts across thousands of independent advisory firms. The platform is architected on open standards, allowing advisors to adopt components standalone or as a fully connected suite. Headquarters in Omaha, Nebraska; operations span the United States, Philippines, and Peru.

HeadquartersOmaha, NE

Company Size1,001–5,000 employees

Hiring MarketsUnited States, Philippines, Peru

Frequently Asked Questions

What tech stack does Orion use?

Orion's core stack: Salesforce (CRM/admin), AWS cloud (Lambda, SQS, SNS, EventBridge, CloudFront), Microsoft backend (SQL Server, C#, ASP.NET, Entity Framework), and frontend (React, Angular, TypeScript, JavaScript). Legacy components include Apex, Visualforce, and Web API.

What is Orion working on?

Active projects include end-to-end AI/ML system development, scalable data pipeline development, infrastructure-as-code pipelines, enterprise client onboarding automation, and cross-selling advisor studios. Sales-focused initiatives: territory plans, targeted campaigns, and regional expansion.