Why this Nebraska fintech company opened a new Philly office - Technical.ly Philly


Jun. 21, 2018 7:43 am

Why this Nebraska fintech company opened a new Philly office

The company's marketing team is now Philly-based, with four staffers in a beachhead next to the King of Prussia Mall.

Orion's team of four at its King of Prussia offices.

(Courtesy photo)

At the end of last year, Omaha, Neb.-based fintech company Orion Advisor decided to hire a Philly-based marketing chief based on her track record at companies like eMoney Advisor.

Come 2018, since the experiment worked, the company decided to go all in and establish a Philly office around CMO Kelly Waltrich. Currently at four people in a 1,500-square-foot outpost in King of Prussia, the North Wales resident will look to expand that team to 15.

“Philly is the ideal location to build a fintech marketing team,” Waltrich said in an email. “We’re in the heart of the mid-Atlantic, surrounded by world-class colleges, universities, and financial services firms, and we have one of the most vibrant and underrated tech scenes in the biz.”

Orion Advisor employs 365 staffers form its Nebraska headquarters and two other satellite locations in Hauppauge, N.Y., and Bothell, Wash. The company offers portfolio accounting software to financial advisors and boasts of serving some 1,500 firms with $650 billion in assets under management.

“I’d stand the talent in this region up against anyone from the traditional tech ‘hubs’ any day,” said Waltrich, 35. “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.”

Orion said it may look to expand the King of Prussia hub — which neighbors the King of Prussia Mall — to include other teams in the future.

“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,” Orion CEO Eric Clarke said in a press release.

A recent report from corporate site selection specialist John Boyd — who said Philly’s a prime contestant in the Amazon HQ2 bid process — shows Philly offers companies in the financial services sector an attractive deal for establishing back offices in marketing, accounting and IT.

“Philadelphia costs show well, totaling $11.4 million per year, roughly $2 million less expensive than the U.S. financial capital of New York City,” Boyd said in the report. “[Philly is also] lower than other U.S. financial hubs like San Francisco, Boston, Chicago, and Jersey City.”


Already a member? Sign in here


Chesterbrook software company Deacom is opening an office in Frankfurt, Germany

How Macquarie blends tech-fueled financial services with global opportunity

Wharton just released an online fintech course for the masses



How Macquarie blends tech-fueled financial services with global opportunity

Chesterbrook, PA


Senior Software Developer

Apply Now
Philadelphia, PA - Center City


Sr. Business Analyst

Apply Now

Join the team behind a reimagined approach to consumer finances

A new research center at Wharton wants to make a fintech hub out of Philly

South Jersey’s Wodify hops across the Delaware, moves HQ to Center City



This apprenticeship program is opening the door for candidates with nontraditional backgrounds

Philadelphia, PA

Technical.ly Match

Web Manager

Apply Now
Philadelphia, PA


Senior Software Engineer

Apply Now
Philadelphia, Pa


Event Sales Ambassador

Apply Now

Sign-up for daily news updates from Technical.ly Philadelphia

Do NOT follow this link or you will be banned from the site!