Kopsa Solutions
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Overview
$1,000+
Min Project Size
2025
Year Founded
ABOUT KOPSA SOLUTIONS
Orion Trading, With Confidence
Acquire the skills necessary to effectively handle client portfolios on Orion Trading.
Languages Spoken
English
HIGHLIGHTS
$1,000+
Min Project Size
2025
Year Founded
Services
Focus
Industries
Clients
Services Provided
100% Training Services
About the Team
OUR STORY
Kopsa Solutions, founded by James and Dillon, is dedicated to empowering independent advisors and RIAs through advanced trading technology. James, driven by a passion for personal finance and technology, leverages his extensive experience with Orion Advisor Technology and Commonwealth Financial Network to optimize the Eclipse trading platform for advisory businesses. Dillon complements this expertise with a deep knowledge of Orion's Custom Indexing, ASTRO, and Eclipse platforms, supporting numerous firms and renowned as a versatile resource. Together, they translate complex tools into actionable, repeatable processes that enhance client outcomes. Beyond work, James enjoys family time, while Dillon volunteers locally. Kopsa Solutions is committed to making Orion trading technology accessible and effective for advisory teams.
Projects & Clients
Project Size & Rate
Minimum Project Size
$1,000+
Locations
Headquarters
6964 County Road P39
Fort Calhoun, Nebraska, United States 68023