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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 over $800 billion of client assets.

In the News

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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May 05, 2015

TA Associates Completes Acquisition of NorthStar

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