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Orion Advisor Solutions
Orion Advisor Solutions

Orion Advisor Solutions

Orion Advisor Solutions is a wealth technology platform serving financial advisors, RIAs, broker-dealers, banks, and family offices.

HQ
Omaha, NE, US
Founded
1999
Overview
M & A
Analysis
Compare
Employees
News

Orion Advisor Solutions provides an end-to-end technology and services platform for financial advisors. Its offerings include portfolio accounting and reporting, client relationship management (Redtail CRM), trading and rebalancing, compliance, risk intelligence, financial planning, and client and advisor portals. The company also delivers wealth management solutions such as turnkey asset management (TAMP), outsourced CIO (OCIO), custom indexing, and proprietary investments through Brinker Capital.

Founded in 1999 and headquartered in Omaha, Nebraska, Orion supports over $5.9 trillion in advisor-managed assets and more than 100,000 investment professionals on its CRM platform. The company has grown through acquisitions including Redtail Technology (2022), Brinker Capital (2020), and Summit Wealth Systems (2025). Orion is majority-owned by private equity firms Genstar Capital and TA Associates.

Orion Advisor Solutions - M & A Snapshot

Open M & A

  • Summit Wealth Systems

    Acquired by Orion Advisor Solutions • Undisclosed • Jan 2, 2025

Orion Advisor Solutions - Products & Services

  • Orion Advisor Technology logo

    Orion Advisor Technology

    Orion Advisor Technology is an all-in-one wealth technology platform for financial advisors.

    Competing Products

    Morningstar logo
    Envestnet logo
    Morningstar logo
  • Orion Portfolio Solutions logo

    Orion Portfolio Solutions

    Orion Portfolio Solutions is a turnkey asset management and wealth advisory platform.

Orion Advisor Solutions - Similar Companies

Morningstar logo

Morningstar

morningstar.com

Envestnet logo

Envestnet

envestnet.com

Interactive Advisory Software logo

Interactive Advisory Software

Wealthfront logo

Wealthfront

wealthfront.com

Wealth I/O logo

Wealth I/O

wealth-io.com

Silver Oak Securities logo

Silver Oak Securities

Wealor logo

Wealor

wealor.ai

Orion Advisor Solutions - Quick Facts

Who are Orion Advisor Solutions' competitors?

Companies similar to Orion Advisor Solutions include Morningstar, Envestnet, Interactive Advisory Software and Wealthfront.

When was Orion Advisor Solutions founded?

Orion Advisor Solutions was founded in 1999.

Where is Orion Advisor Solutions' headquarters located?

Orion Advisor Solutions' headquarters is located in Omaha, NE, US.

How many employees does Orion Advisor Solutions have?

Orion Advisor Solutions has 1,200 employees as of Feb 6, 2024.

Orion Advisor Solutions - Classification

Industry
  • Financial Technology
Model
  • Enterprise Software
Revenue
  • Subscription
Customer
  • Business