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ORION ADVISOR SOLUTIONS LLC

HQ - Omaha

Summary

Orion Advisor Solutions provides software solutions. The Company offers portfolio management software for reporting, billing, trading, compliance, financial planning, and data services.

Deals Overview

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Eric Clarke
Founder and CEO
Natalie Wolfsen
CEO
Daniel Applegarth
CFO

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kelly waltrich

Chief Marketing Officer at ORION ADVISOR SOLUTIONS LLC

Manager

Deal

n/a

Total Value

eric clarke

Founder and CEO at ORION ADVISOR SOLUTIONS LLC

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n/a

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kylee beach

General Counsel at ORION ADVISOR SOLUTIONS LLC

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n/a

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jonathan baum

Chairman at ORION ADVISOR SOLUTIONS LLC

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n/a

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natalie wolfsen

CEO at ORION ADVISOR SOLUTIONS LLC

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n/a

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daniel applegarth

CFO at ORION ADVISOR SOLUTIONS LLC

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n/a

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michele steinmetz

Communications Manager at ORION ADVISOR SOLUTIONS LLC

Manager

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n/a

Total Value

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