About Orion Advisor Solutions
Orion Advisor Solutions is a Technology company based in Omaha (United States) founded in 1998, and was acquired by TA in June 2015. Wealth technology solutions are provided for financial advisors. It operates on a SaaS (Software-as-a-Service) and Managed Services model. Orion Advisor Solutions has completed 8 acquisitions, including Advizr, BasisCode Compliance and FTJ FundChoice. Its website orion.com draws about 89 thousand monthly visits. Orion Advisor Solutions offers products and services including Redtail CRM, Portfolio Accounting, Custom Indexing, and OCIO Solutions. Its focus areas include Financials, Investment Management and Wealth Technology. Its legal entity is Orion Portfolio Solutions, LLC. Its competitors include Addepar, Fidelity Investments and Altruist; 3 of its 3 listed competitors have raised funding.
Company details
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.
- Annual Revenue$4.85 K (USD)278as on Dec 31, 2021
- Net Profit-$125.56 (USD)-12as on Dec 31, 2023
- InvestorsGenstar Capital
& 1 more
- Investments & AcquisitionsAdvizr
& 7 more
- Acquired byTA
(Jun 2015)
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.
Funding Insights of Orion Advisor Solutions
- Total Rounds 1
- Investors Count 1
All 1 funding rounds of Orion Advisor Solutions with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jun 2020 | Private Equity Round | – | Genstar Capital | – |
2 investors in total: 2 institutional.
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 |
|---|---|---|---|---|
| gencap.com | ||||
Multiple sectors are invested in by private equity firm TA. | ta.com | Boston, United States |
Investor details for Orion Advisor Solutions
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Orion Advisor Solutions
9 people are tracked at Orion Advisor Solutions (8 in board & advisors, 1 in team).
| Name | Role | Group |
|---|---|---|
M. Roy Burns | Board Member | Board & advisors |
Todd Crockett | Board Member | Board & advisors |
Sid Ramakrishnan | Board Member | Board & advisors |
Tony Salewski | Board Member | Board & advisors |
Lori Hardwick | Member, Board Of Directors | Board & advisors |
Charles Goldman | Executive Chair | Board & advisors |
Noreen D. Beaman | Vice Chair | Board & advisors |
Jonathan R. Baum | Executive Chair | Board & advisors |
Eric Clarke | Advisory Council Member | Team |
Complete people profiles for Orion Advisor Solutions
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
A wealth management platform is provided for modern RIAs. | summitwealth.io | San Francisco, United States | 2019 | Dec 2024 | •••• | |
Online wealth management platform is offered to financial institutions. | townsquarecapital.com | Provo, United States | 2017 | May 2022 | •••• | |
CRM and technology solutions are offered to retailers. | redtailtechnology.com | Gold River, United States | 2003 | Apr 2022 | •••• | |
Compliance management software is supplied to financial services firms. | basiscode.com | Atlanta, United States | 2011 | Oct 2021 | •••• | |
Portfolios are stress-tested and hedged via a risk management toolkit. | hiddenlevers.com | Atlanta, United States | 2009 | Mar 2021 | •••• | |
Financial Planning Software for advisors | advizr.com | New York, United States | 2013 | Jul 2019 | •••• | |
Wealth management solutions for business | ftjfundchoice.com | Hebron, United States | 2001 | Apr 2018 | •••• | |
Finance and accounting services are offered to various clients. | valleyfin.com | Hoffman Estates, United States | 2016 | Dec 2006 | •••• |
Complete acquisition details for Orion Advisor Solutions
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Orion Advisor Solutions
11 dated milestones of Orion Advisor Solutions across 26 years, from founding to its latest funding, stage changes and deals.
- Founded Orion Advisor Solutions is founded.
- Acquisition Acquires Valley Financial.
- Exit Acquired by TA.
- Acquisition Acquires FTJ FundChoice.
- Acquisition Acquires Advizr.
- Funding First funding round.
- Acquisition Acquires HiddenLevers.
- Acquisition Acquires BasisCode Compliance.
- Acquisition Acquires Redtail Technology.
- Acquisition Acquires TownSquare Capital.
- Acquisition Acquires Summitwealth.
Competitors of Orion Advisor Solutions
Orion Advisor Solutions has 3 listed competitors in our database, 3 of them funded. They include Addepar, Fidelity Investments and Altruist.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors |
Detailed competitors of Orion Advisor Solutions
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of Orion Advisor Solutions
The website of Orion Advisor Solutions (orion.com) receives about 89.5K visits a month.
- Monthly visits89.5K
▲ 18.7% vs previous month
Websites whose visitors overlap most with Orion Advisor Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| zoom.us | 100% | 563.4M | #82 | View details | |
| calendly.com | 87% | 40.1M | #1,297 | View details | |
| alertmedia.com | 80% | 216K | #167,957 | View details | |
| silverlinecrm.com | 80% | 11.4K | #2,167,687 | View details | |
shout.com | shout.com | 80% | #328,612 | – | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 35 similar websites and full traffic analytics for Orion Advisor Solutions
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 35 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Orion Advisor Solutions (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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
Related news about 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 Altruist.
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.
Orion Advisor Solutions operates through Orion Portfolio Solutions, Llc.
Yes. Orion Advisor Solutions was acquired by TA in June 2015.