About Orion Advisor Solutions
Orion Advisor Solutions is a company based in Omaha (United States) founded in 1998 was acquired by TA in June 2015. It operates as a SaaS (Software-as-a-Service) and Managed Services. Orion Advisor Solutions has completed 8 acquisitions, including Advizr, BasisCode Compliance and FTJ FundChoice. Orion Advisor Solutions offers products and services including Redtail CRM, Portfolio Accounting, Custom Indexing, and OCIO Solutions. Orion Advisor Solutions operates in a competitive market with competitors including Addepar, Fidelity Investments, Investec, Altruist and Morgan Stanley, among others.
- Headquarter Omaha, United States
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Orion Portfolio Solutions, Llc
-
Annual Revenue
$4.85 K (USD)278as on Dec 31, 2021
-
Net Profit
-$125.56 (USD)-12as on Dec 31, 2023
-
EBITDA
Not available
-
Latest Funding Round
Not available
-
Investors
Genstar Capital
& 1 more
-
Employee Count
Not available
-
Investments & Acquisitions
Advizr
& 7 more
-
Acquired by
TA
(Jun 01, 2015)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Products & Services of Orion Advisor Solutions
Orion Advisor Solutions offers a comprehensive portfolio of products and services, including Redtail CRM, Portfolio Accounting, Custom Indexing, and OCIO Solutions.
Client relationships are managed with leading CRM software.
Performance reporting and billing are automated for fiduciaries.
Tax-efficient personalized portfolios are managed at scale.
Investment management is outsourced to expert teams.
People of Orion Advisor Solutions
Unlock access to complete
Unlock access to complete
Unlock access to complete
Funding Insights of Orion Advisor Solutions
Investors in Orion Advisor Solutions
Orion Advisor Solutions has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Genstar Capital and TA Associates.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
-
|
Locked | Locked | Locked | |
|
Multiple sectors are invested in by private equity firm TA.
|
Locked | Locked | Locked |
Investor details for Orion Advisor Solutions
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Orion Advisor Solutions
Orion Advisor Solutions has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Advizr, BasisCode Compliance and FTJ FundChoice.
Investment portfolio details for Orion Advisor Solutions
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
A wealth management platform is provided for modern RIAs.
|
Locked | Locked | 2019 | Locked | |
|
Online wealth management platform is offered to financial institutions.
|
Locked | Locked | 2017 | Locked | |
|
Finance and accounting services are offered to various clients.
|
Locked | Locked | 2016 | Locked |
Complete acquisition details for Orion Advisor Solutions
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Orion Advisor Solutions
Detailed financials for Orion Advisor Solutions
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Orion Advisor Solutions Comparisons
Peer comparison for Orion Advisor Solutions
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Orion Advisor Solutions
Orion Advisor Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, Fidelity Investments, Investec, Altruist and Morgan Stanley, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Wealth management solutions are delivered for investment advisors.
|
|
| Locked | Locked | Locked |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
|
|
| Locked | Locked | Locked |
Global banking, investment, and wealth management services are offered worldwide.
|
|
| Locked | Locked | Locked |
Portfolio management software for financial advisors
|
|
| Locked | Locked | Locked |
Wealth management, investment advisory, and financial services are provided.
|
|
| Locked | Locked | Locked |
Asset management and investment advisory services are provided to clients.
|
Detailed competitors of Orion Advisor Solutions
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Orion Advisor Solutions
Complete news archive for Orion Advisor Solutions
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about Orion Advisor Solutions
Orion Advisor Solutions was founded in 1998 and raised its 1st funding round 22 years after it was founded.
Orion Advisor Solutions is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
Annual revenue of Orion Advisor Solutions is $4.85K as on Dec 31, 2021.
Comprehensive wealth technology solutions are offered by Orion Advisor Solutions to support financial advisors and firms. Services are focused on portfolio accounting, client relationship management, compliance, and trading. Scalable investment solutions like custom indexing and outsourced chief investment officer services are provided. The platform is designed to integrate with various tools, catering to independent advisors, RIAs, and high-net-worth client management. Operations are streamlined through a unified system covering planning, investing, and billing. Growth is supported across diverse business models in the financial sector.
Orion Advisor Solutions's top competitors include Addepar, Fidelity Investments and Investec.
Orion Advisor Solutions offers Redtail CRM, Portfolio Accounting, Custom Indexing, and OCIO Solutions.
Orion Advisor Solutions has made 8 acquisitions, including Advizr, BasisCode Compliance, and FTJ FundChoice.
Orion Advisor Solutions has 2 investors. Key investors include Genstar Capital, and TA Associates.