| Name | Title | Contact Details |
|---|
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.
MARSHALL FUNDS INC is a Milwaukee, WI-based company in the Financial Services sector.
Company NMLS# 65084 State Licenses Alabama #20906; Colorado #65084; Florida #MLD44; Indiana DFI #22271; Kentucky #MC82973; Louisiana #65084; Mississippi #65084; Michigan FL0019233; North Carolina L-156031; Ohio OMBA #MB804130.000 OM...
From our humble beginnings in the basement of the Immaculate Conception Church in Fitchburg, in 1928, to our position today as one of the largest credit unions in the state of Massachusetts, IC Federal Credit Union is steadfast to our commitment to our Members.