| Name | Title | Contact Details |
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Glesby Marks is a Houston, TX-based company in the Financial Services sector.
280 CapMarkets is headquartered in San Francisco and combines the experience and execution services of a traditional Broker Dealer (280 Securities LLC, a member of FINRA/SIPC) with a cloud-based Technology platform (280 Technologies LLC) to provide intuitive bond trading ideas and transparency to the process of buying or selling bonds. 280 is focused on serving Advisors and Wealth Managers and will use their balance sheet to provide liquidity to advisor-clients in the fixed-income markets.
Oak Trust Credit Union is a Naperville, IL-based company in the Financial Services sector.
Lunsford Peck is a Provo, UT-based company in the Financial Services sector.
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.