| Name | Title | Contact Details |
|---|---|---|
Tim Whiteley |
Chief Information Officer | Profile |
Alexander Alternative Capital is a Miami, FL-based company in the Financial Services sector.
Matrix Partners is a US-based private equity investment firm focusing on venture capital investments.
CommunityAmerica Credit Union is a credit union headquartered in Lenexa, Kansas, regulated under the authority of the Missouri Division of Credit Unions and the National Credit Union Administration of the US federal government.
TAPCO Credit Union has a long and rich history in Pierce County. Founded in 1934 by nine City of Tacoma employees, TAPCO has grown to over 26,000 members. Anyone who lives or works in the state of Washington is eligible for membership, and each member has a voice in how TAPCO operates. Member participation keeps TAPCO focused on the founding members` vision of "People Helping People." TAPCO is a state-chartered credit union, organized under strict regulatory laws that are monitored and enforced by the National Credit Union Administration, an agency of the U.S. Government. The NCUA insures each member account up to $250,000 which means that your money is safe with TAPCO, just as with a traditional bank.
Orion`s unified tech stack is built to seamlessly connect advisors and their clients to plan for the future, invest intelligently and achieve financial goals. If the solution our advisors need doesn`t exist, we build it ourselves, pioneering possibilities to help our advisors achieve their vision of success and evolve our business ahead of industry trends. Our ability to push the boundaries of traditional advisor tech is driven by a hunger for continuous improvement and a willingness to disrupt ourselves, and the industry, to stay ahead of customer expectations and deliver the tools and resources advisors need to grow their businesses. Orion Advisor Technology is a tech powerhouse, designed to bring together leading-edge technology and wealth management. Through an all-in-one advisor platform, Orion powers success of growth-focused advisors, helping them compete more successfully. We are intently focused on driving advisor growth and closing the investor behavior gap. From prospect to advocate, we empower our advisors with the integrated technology they need to engage, support and deliver across each step of the client journey through our fiduciary process. The result: strength and loyalty within every advisor-client relationship. Orion is committed to having a diverse and inclusive workforce. Individuals seeking employment at Orion are considered without regards to age, color, disability status, ethnicity, genetic information, national origin, race, religion, gender, sexual orientation, gender identification, veteran status or any other factor protected by law.