About Us

The Oranj Story

Oranj was founded with a rebellious spirit and a lofty objective: to reimagine financial advisors’ technology so they can spend less time managing and more time advising.

Every idea starts with a problem. Ours was simple: working with an advisor looks a lot like it did 20 years ago. Made up of industry professionals, our team watched how technology changed the way other industries were able to run better businesses and deliver a word-class experience to their customers.

We started Oranj to help advisors run better, more profitable businesses, and to help more investors reach their goals.

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One Company, Many Benefits

Team

A team of industry professionals who believe in challenging the status quo to move financial services forward.

Mission

To reimagine financial advisors’ technology so they can spend less time managing and more time advising.

Vision

To help financial advisors run better, more profitable businesses, and to help more investors reach their goals.

Commitment

To support advisors with modern technology to help them spend less time managing and more time advising.

Value

Simplify advisor technology without sacrificing sophistication or increasing costs.

Service

Deliver an unmatched level of service and support to ensure that all advisors get the most value from using Oranj in their practice.

Meet Our Leadership Team

David Lyon

Founder & CEO

Perry Moutzouros

Partner & CTO

Greg Sauer

Senior Vice President - Strategic Partnerships

Mike Johnson

Head of Engineering

Jodi Lombard

Head of Advisor Services

Hollie Murrin

Head of Marketing

Lauri Hoffherr

Head of Product

Adam Stoltz

Vice President - Enterprise Sales

Scott Conner

Business Operations Manager