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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 May 2019, Orion serves nearly 2,000 registered investment adviser firms comprising over 3 million client accounts and more than $800 billion of client assets.

In the News

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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Apr 11, 2018

NorthStar Financial Agrees to Acquire FTJ FundChoice

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ACQUISITIONS