Fintech Leader Orion Advisor Services Arrives in Greater Philadelphia Area

Opens New King of Prussia Office to Support Recruitment and Marketing Growth Objectives

PHILADELPHIA--()--Orion Advisor Services, LLC ("Orion"), the premier portfolio management solution provider for registered investment advisors, today announces the opening of a new office in King of Prussia, Pa. to centralize the firm’s marketing capabilities and bolster the firm’s presence along the East Coast.

Led by Kelly Waltrich, hired as Chief Marketing Officer of Orion in late 2017, the 1,500-square-foot office will be home to Orion’s marketing team and serve as a hub for growth as the firm looks to expand the pool from which they source technology and financial services talent. Orion, which currently has 365 employees and is headquartered in Omaha, Nebraska, also has satellite offices in Hauppauge, New York and Bothell, Wash.

“In the same way we work to deliver a product that pushes the boundaries of innovation and simplifies the complex, our marketing team is constantly seeking new and creative opportunities to synthesize the stories of our successful clients and connect with our audience in more meaningful ways,” said Waltrich. “This new office allows us to strengthen our creative, marketing, media engagement, and thought leadership efforts, so that we may step outside of the sea of sameness common in our industry to share the value of the Orion mission and platform.”

Waltrich intends to take advantage of the strong marketing and technology talent within the greater Philadelphia area and plans to immediately hire additional marketing professionals. In addition, the firm may look to expand this location to include other teams in the future.

"When we hired Kelly last September to build our marketing function from the ground up, we knew we were investing in a proven industry leader with tenured expertise and experience,” said Eric Clarke, CEO of Orion. “Since then, the impact she and her team have had has been nothing short of game-changing for our firm. We’re thrilled to have her grow our footprint on the East Coast not only in support of our marketing and recruiting goals, but also as a local resource for the large concentration of clients we serve in the greater Philadelphia area.”

The office, located at 600 W. DeKalb Pike, King of Prussia, Pa., is leased from CBRE through broker Michaela Malloy for a three-year period. Candidates interested in employment opportunities with the firm should visit the careers page of Orion’s parent company, NorthStar Financial.

About Orion

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to build great advisory firms. Orion's technology solutions empower more than $600 billion in AUA and over 2 million accounts. For more, please visit or follow our news and insights via our blog.


Gregory FCA for Orion Advisor Services
Jimmy Moock
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