Orion Portfolio Solutions Information
Contact top employees from
Orion Portfolio Solutions
Summary
Orion Portfolio Solutions is a private company that has been in the industry for 24 years. The company currently specializes in the Financial Services area. The position of the President is occupied by Dean Cook. Its headquarters is located at Hebron, Kentucky, USA. The number of employees ranges from 25 to 100. The annual revenue of Orion Portfolio Solutions varies between 5.0M and 25M. To connect with Orion Portfolio Solutions employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
100-200 employees
Specialties
mutual funds, financial advice, sales, marketing, information technology, TAMP, Exchange Traded Funds (ETFs)
SIC Code
6321, 6199
DMA Code
Cincinnati Metropolitan Area
Founded
2001
Estimated Annual Revenue
$5.0M - 25M
Operating Status
Subsidiary
Contact Orion Portfolio Solutions
Organization Website
Social Links
Phone Number
800-379-2513
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2000 | Privately Held | 100 - 250 | 15.1M | $12.5M | |
| 1994 | Privately Held | 100 - 250 | 23M | $350K | |
| 1990 | Privately Held | 100 - 250 | 10M | $19M | |
| 2003 | Privately Held | 100 - 250 | 12M | $22M | |
| 1962 | Public Company | 10K - 50K | 5B | $1B | |
| 2010 | Privately Held | 100 - 250 | 10.8M | $28M | |
| 2004 | Public Company | 1.0K - 5.0K | 483.9M | $519.2M | |
| 1983 | Public Company | 10K - 50K | 8.9B | $2B | |
| 2008 | Privately Held | 25 - 100 | 10M | $150K | |
| 1968 | Public Company | 50K - 100K | 13.2B | $500.1M | |
| 2000 | Privately Held | 500 - 1.0K | 126M | $150.6M | |
| 2009 | Privately Held | 1 - 25 | < 1M | $0 | |
| 2008 | Privately Held | 25 - 100 | 8.9M | $0 | |
| 1999 | Privately Held | 500 - 1.0K | 180M | $0 | |
| 1983 | Privately Held | 1.0K - 5.0K | 390M | $0 | |
| 1991 | Privately Held | 250 - 500 | 96.3M | $0 | |
| 1971 | Public Company | 1.0K - 5.0K | 596.7M | $0 | |
| 2005 | - | 200-500 | - | $- | |
| 1996 | - | 200-500 | - | $- | |
| 2009 | - | 1000-5000 | - | $- | |
| 2007 | - | 200-500 | - | $- | |
| 1998 | - | 100-200 | - | $- | |
| - | - | 10000+ | - | $- | |
| - | - | 10000+ | - | $- | |
| - | - | 1000-5000 | - | $- | |
| - | - | 500-1000 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Orion Portfolio Solutions shows a diverse range of experience levels:
3% have been with the company for less than 1 year9% for 1–2 years12% for 3–4 years9% for 5–7 years18% for 8–10 years48% have over 11 years of service at Orion Portfolio SolutionsEx-employees positions
In Company
In New Company
Contact top employees from
Orion Portfolio Solutions
Rudolph Minniti
Service Team Specialist
Luis Lopez
Subject Matter Expert Reporting Specialists
Frank Nickel III
Director of Quantitative Strategies and Investment Risk
Reanne Napoli
Operation Specialist
Neisha Watson
Trading Project Manager
Elliott Ringo
Advisor Consultant
Elliott Ringo
Advisor Growth Consultant
Preston Suttmiller
Advisor Growth Consultant
Matthew Homan
Customer Service Specialist
Kelly Kruse
Operations Support Manager
Ryan Pasenow
Service Team Specialist
Joe Wethington
Trade Operations Manager
Michael Cook
Financial Analyst
Christy Hand
Financial Services Specialist
David Compart
Trader
Grant Duncan
Developer Support
Maya Lewis
Service Team Specialist
Stephanie Mueller
Operations Manager
Kyle Thompson
Business Intelligence Developer
Bob Tamashunas
Board Member
Rachel Hathaway
Service Team Manager
Kenzie Fisher
Service Specialist
Paul Folker
Associate Marketing Director
Tucker Arnett
Trader
Carissa Gremm
Business Analyst
Jamie Blair
Partner On-boarding Manager
Lisa Carrillo
Advisor Consultant
Similar Companies
![FTL Distribution Co. [FTLD]](https://sdn.signalhire.co/storage/company/3e1c/ae00/0600/db8e/90f7/37c6/e1cc/4e32.webp "FTL Distribution Co. [FTLD]")
FAQ
Orion Portfolio Solutions operates in the Financial Services industries. More details can be found on the official website: orionportfoliosolutions.com.
The headquarters of Orion Portfolio Solutions are located in Hebron, United States.
The current CEO of Orion Portfolio Solutions is Dean Cook
You can contact Orion Portfolio Solutions by phone at 800-379-2513.
Orion Portfolio Solutions currently employs 100-200 people.
Orion Portfolio Solutions's revenue is approximately 13.6M.
Well-known competitors of Orion Portfolio Solutions include BNY Archer, GlobeFlex Capital, FINCAD and Backstop Solutions Group.
