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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
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Contents

  1. 01Market Outlook
  2. 02Competitive Strengths
  3. 03Pricing Strategy
  1. 01Market Outlook
  2. 02Competitive Strengths
  3. 03Pricing Strategy

Market Outlook

Orion Advisor Solutions targets a diverse customer base within the financial services industry. The platform serves independent financial advisors, registered investment advisors (RIAs), broker-dealers, banks, trust companies, and family offices.

The company serves over 100,000 investment professionals and supports more than 5.9 trillion USD in advisor-managed assets. Orion's platform is designed for firms of all sizes, from solo practitioners to large enterprise organizations seeking comprehensive wealth technology and outsourced investment solutions.

Competitive Advantages

Orion Advisor Solutions offers a unified, all-in-one wealth technology platform that integrates portfolio accounting, CRM, trading, compliance, financial planning, and client portals. The platform serves over 100,000 investment professionals and supports over five point nine trillion USD in assets, providing advisors with scalable tools to grow their practices. The company has built a comprehensive ecosystem through strategic acquisitions including Redtail CRM, Brinker Capital, and Summit Wealth Systems.

Orion's competitive advantages include its market-leading position in CRM and portfolio accounting software, its ability to serve a wide range of advisor types from RIAs to enterprise broker-dealers, and its extensive integration ecosystem with over 100 custodial and technology partners. The company's platform combines back-office operations with client-facing tools, enabling advisors to streamline operations while enhancing client engagement and organic growth rates.

Pricing Strategy

Orion Advisor Solutions operates on a subscription-based revenue model for its technology platform, with tiered pricing based on firm size and feature usage. The company also generates revenue through its turnkey asset management platform (TAMP) and outsourced chief investment officer (OCIO) services.

Additional revenue streams include proprietary investment products managed through Brinker Capital, custom indexing services, and wealth advisory fees for high-net-worth clients. The integrated platform approach allows Orion to capture revenue across both technology and investment services, providing multiple monetization paths for each advisor relationship.