Orion Advisor Solutions

Orion Advisor Solutions, established in 1999, is a leading provider in Investment Banking and Finance. It delivers a tech-enabled fiduciary process, transforming advisor-client engagement. Through integrated brands like Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, Orion offers a comprehensive, modular service suite. This approach empowers firms to prospect, plan, invest, and achieve client success.

With 1,000-5,000 employees across 10 locations, Orion Advisor Solutions serves a significant financial advisory market. As of December 31, 2020, it supported over 2,100 advisory firms, managing approximately $1.4 trillion in assets under administration. It also oversees $48 billion in combined platform assets via its open-architecture Turnkey Asset Management Program (TAMP). This infrastructure makes Orion the platform of choice for growth-focused firms seeking to strengthen client relationships and build profitable businesses.

Orion Advisor Solutions reports annual revenue of $721.8M, indicating robust financial performance. The company has also demonstrated its growth potential through substantial capital infusion, notably securing two debt funding rounds totaling $180 million in May 2022. To gain deeper insights into the company's operational structure and leadership, one can Meet Orion Advisor Solutions's team and Explore financial highlights. Orion's strategic focus on technology, fiduciary standards, and client success positions it as a pivotal player in the evolving financial technology landscape.