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
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Sectors
Technology
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Orion Portfolio Solutions, Llc
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Annual Revenue
$4.85 K (USD)278as on Dec 31, 2021
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Net Profit
$-125.56 (USD)-12as on Dec 31, 2023
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EBITDA
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Latest Funding Round
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Investors
Genstar Capital
& 1 more
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Employee Count
Employee Count
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Investments & Acquisitions
Advizr
& 7 more
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Acquired by
TA
(Jun 01, 2015)
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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.
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Funding Insights of Orion Advisor Solutions
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun, 2020 | Amount | Private Equity Round - Orion Advisor Solutions | Valuation | Genstar Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Founded Year | Domain | Location | |
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Multiple sectors are invested in by private equity firm TA.
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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A wealth management platform is provided for modern RIAs.
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2019 | ||||
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Online wealth management platform is offered to financial institutions.
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2017 | ||||
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Finance and accounting services are offered to various clients.
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2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Orion Advisor Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Orion Advisor Solutions Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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| domain | founded_year | HQ Location |
Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Portfolio management software for financial advisors
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Orion Advisor Solutions
Frequently Asked Questions about Orion Advisor Solutions
When was Orion Advisor Solutions founded?
Orion Advisor Solutions was founded in 1998 and raised its 1st funding round 22 years after it was founded.
Where is Orion Advisor Solutions located?
Orion Advisor Solutions is headquartered in Omaha, United States. It is registered at Omaha, Nebraska, United States.
What is the annual revenue of Orion Advisor Solutions?
Annual revenue of Orion Advisor Solutions is $4.85K as on Dec 31, 2021.
What does Orion Advisor Solutions do?
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.
Who are the top competitors of Orion Advisor Solutions?
Orion Advisor Solutions's top competitors include Addepar, Fidelity Investments and Investec.
What products or services does Orion Advisor Solutions offer?
Orion Advisor Solutions offers Redtail CRM, Portfolio Accounting, Custom Indexing, and OCIO Solutions.
How many acquisitions has Orion Advisor Solutions made?
Orion Advisor Solutions has made 8 acquisitions, including Advizr, BasisCode Compliance, and FTJ FundChoice.
Who are Orion Advisor Solutions's investors?
Orion Advisor Solutions has 2 investors. Key investors include Genstar Capital, and TA Associates.