Orion Advisor Solutions

The page discusses financial resolutions and the potential benefits of changing bad financial habits as well as adopting positive ones.

The company says a few questions dominated its client conversations in 2021.

The author describes working at an inpatient eating disorder clinic, where treatment included nutritional counseling, psychotherapy, group therapy, and media training. The author says many patients had adopted narrow ideas about women’s beauty promoted by fashion magazines and designers.

Orion lists open careers, team member benefits, core values, and company culture.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process for all growth-focused advisory firms.

Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship.

Orion Advisor Solutions completes its acquisition of Summit Wealth Systems and names Reed Colley president of Orion Advisor Technology. The definitive agreement was announced December 19, 2024, and Orion says it services $4.7 trillion in advisor-managed assets.

Jan 2025Business WireNews article

Orion Advisor Solutions completed its acquisition of Redtail Technology in 2022, adding the CRM described as the most widely adopted among financial advisors to its integrated wealth technology platform. The deal brings Redtail’s CRM into Orion’s wealth technology offering.

Sep 2022Redtail TechnologyNews article

Orion Advisor Solutions and Brinker Capital announce plans to merge, creating a combined wealth technology and investment management platform. Genstar Capital and TA Associates support the merger.

Jan 2020Genstar CapitalNews article

Orion Advisor Solutions acquired Advizr in 2019 to enhance its financial planning software capabilities. The acquisition added comprehensive planning tools to Orion’s wealth technology platform for advisors.

Jun 2019WikipediaNews article