Orion Mortgage Corporation

Orion Mortgage Corporation is a Mortgage Lender in Laveen, AZ, located at 11120 N Tatum Blvd STE 100. It holds a rating of 4.90 based on customer reviews.

The business provides an integrated suite of technology and investment solutions for financial professionals. Offerings include portfolio accounting, performance reporting, advisory fee billing, and household-level rebalancing. The platform also provides tailored allocation portfolios that allow for the transition of client accounts into professionally managed ETF and mutual fund models using a tax-smart approach. Additional services include client portals, mobile apps, and professional services for operations support. The technology connects directly to major U.S. custodians and reconciles brokerage data overnight. Specialized tools include asset location optimization and tax-intelligent trading.

The technology is used by independent advisors, RIAs, broker-dealers, banks, and family offices. Orion also offers outsourced chief investment officer services, including manager due diligence and portfolio monitoring. The firm partners with asset managers such as First Trust, Janus Henderson, and Russell Investments to provide investment strategies. The leadership team includes Natalie Wolfsen as Chief Executive Officer, Ron Pruitt as President of Orion Wealth Management, Reed Colley as President of Orion Advisor Technology, Mark Mayo as Chief Financial Officer, Arun Anur as Chief Operating Officer, Kylee Beach as General Counsel, Julie Lane as Chief Human Resources Officer, Betsy Perez as Chief Marketing Officer, and Chris Shutler as Head of Strategy. The company was founded in 1999 to develop portfolio management software for registered investment advisors. Offices are located in King of Prussia, PA; Idaho Falls, ID; Lehi, UT; and Jacksonville, FL.

Orion Mortgage Corporation is known for its positive rating from the customers who have reviewed it. This reputation for service supports its role as a provider of financial technology and investment solutions in Laveen.

Orion Mortgage Corporation combines its strong local reputation with comprehensive wealth technology solutions for mortgage lenders and financial advisors in Laveen.

BizScoreAI gives Orion Mortgage Corporation a Discoverability score of 100 out of 100, which ensures AI crawlers can find every page of the website so that AI assistants can recommend the business. The company also holds a Technical score of 83 out of 100, meaning the website is technically sound, secure, and indexable for search engines to read without errors.