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Orion Advisor Solutions

Details

Sector(s) | Subsector(s) Financial Services, Technology | Investment and Wealth Management, Financial Technology
Investment Year 2015
Status Current
Location Omaha, NE
Region North America

Orion Advisor Solutions is a leading provider of wealth management technology and turnkey asset management programs (TAMPs) to independent financial advisors.

As of July 2020, Orion serves more than 2,000 registered investment adviser firms comprising over 3 million client accounts and approximately $1 trillion in assets under administration. In September 2020, the company merged with Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers. Together they create a combined technology and TAMP provider enabling independent financial advisors to grow their businesses, serve their clients and win in the marketplace. TA re-invested in Orion in September 2020.

In the News

Sep 25, 2020

Orion Advisor Solutions and Brinker Capital Complete Merger, Leapfrogging Competitors With 10,000-plus Active Advisors on Combined TAMP

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Jun 29, 2020

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

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Apr 11, 2019

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

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ACQUISITIONS