Talk:Orion Advisor Solutions

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COI tag (November 2025)

Editor has disclosed COI. Equine-man (talk) 19:09, 7 November 2025 (UTC)[reply]

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I've gone back over the article to try and give it a more neutral tone and remove any promotional language. Can an editor please review the below markup and see if it is a better fit?

Revised Copy Below

Orion Advisor Solutions, Inc.

File:Orion Logo 2025 4C.svg
Company type	Private
Industry	Financial technology
Founded	1999 (1999), in Omaha, Nebraska, as Orion Advisor Technology
Founders	Eric Clarke
Headquarters	Omaha, Nebraska, U.S.
Key people	Natalie Wolfsen (CEO) Ron Pruitt (President, Orion Wealth Management) Reed Colley (President, Orion Advisor Technology) Mark Mayo (CFO) Arun Anur (COO)
Products	Software products, investment services
Number of employees	1,200
Website	orion.com

Orion Advisor Solutions is a privately held ^[1] financial technology and investment services company headquartered in Omaha, Nebraska. Established in 1999,^[2] it develops portfolio accounting and reporting software and manages investment programs used by financial advisory firms. The company is majority-owned by private equity firms Genstar Capital and TA Associates.^[3]

Overview

Orion Advisor Solutions is based in Omaha, Nebraska, with additional offices in several U.S. cities, including Berwyn, Pennsylvania; Sacramento, California, and Lehi, Utah.

The company was founded in 1999 to develop back-office technology for registered investment advisers and later added portfolio management systems and investment management services. Its operating divisions include Orion Advisor Technology and Orion Wealth Management.

As of June 2025, ThinkAdvisor reported that Orion oversaw about $5 trillion in assets under administration and $100 billion in platform assets.^[4]

History

Orion Advisor Solutions began in 1999 as a software developer supporting CLS Investments, a registered investment adviser. The company introduced integrations with Salesforce CRM in 2010, web-based client portals in 2012, and a mobile application for advisory firms in 2013.

In 2015, private equity firm TA Associates acquired a majority stake in Orion.^[5] Two years later, Orion released its Eclipse Trading system^[6] and a compliance toolkit. In late 2017, it introduced Communities,^[7] a peer marketplace for model portfolios.

In 2020, Genstar Capital joined TA Associates as an owner and led the merger of Orion with Brinker Capital.^[8] Founder and long-time Chief Executive Officer Eric Clarke retired in 2023^[9] and was succeeded by Natalie Wolfsen.^[10] As of May 2023, Charles Goldman is chair of the board.^[11]

Business and Services

Orion develops software used by independent financial advisors and broker-dealers for portfolio reporting, billing, trading, and client relationship management. It also operates investment management businesses.

Its principal areas of activity include:

• portfolio management and accounting

• financial planning

• client relationship management (CRM)

• investment management, including TAMP and OCIO services

• advisor and client interfaces

• compliance software

• technology integrations with third parties

Acquisitions

Orion has made a series of acquisitions.

Major Mergers and Acquisitions

Company	Service/Focus	Year Acquired
FTJ FundChoice	Turnkey asset management platform (TAMP)	2018[12]
Advizr	Financial planning software	2019[13]
Brinker Capital	Turnkey asset management programs (TAMP) and investments	2020 (merger)
HiddenLevers	Risk analytics, stress testing, proposal tools	2021[14]
BasisCode Compliance	Compliance management software	2021[15]
Redtail Technology	Advisor-focused CRM software	2022[16]
TownSquare Capital	Outsourced CIO (OCIO) and investment services	2022[17]
Summit Wealth Systems	Data orchestration, advisor/client experience	2025[18]

External Links

• Official website
• Crunchbase listing

== References == Cstills (talk) 22:31, 11 November 2025 (UTC)[reply]

1. "Private Company". Bloomberg News. Bloomberg News.
2. "About Us". Orion.com. Retrieved 5 November 2025.
3. Thrasher, Michael (June 29, 2020). "Genstar Buys Stake in Orion, Plans to Merge it With Brinker Capital". Institutional Investor. Institutional Investor LLC. Retrieved 11 November 2025.
4. Manganaro, John (July 22, 2025). "Orion Clients Surge to $5 Trillion in Assets". ThinkAdvisor. Retrieved 5 November 2025.
5. Malito, Alessandra (March 16, 2015). "TA Associates acquires Orion Advisor Services in NorthStar deal". InvestmentNews.com. KM Business Information US, Inc. Retrieved 5 November 2025.
6. Bruckenstein, Joel (February 16, 2017). "Orion Announces the Launch of Eclipse at T3 Conference". t3technologyhub.com/. T3 Technology Hub. Retrieved 5 November 2025.
7. Zulz, Emily (October 19, 2017). "Orion Advisor Services Launches Free Peer-to-Peer Model Marketplace". ThinkAdvisor.com. Touchpoint Markets. Retrieved 5 November 2025.
8. Allocca, Sean (June 27, 2020). "Orion merges with Brinker Capital to form $40 billion TAMP". InvestmentNews.com. KM Business Information US, Inc. Retrieved 5 November 2025.
9. Burgess, Rob (May 22, 2023). "Eric Clarke To Step Down As Orion CEO". WealthManagement.com. Informa Connect Limited. Retrieved 5 November 2025.
10. Britton, Diana (September 9, 2023). "Orion Taps AssetMark's Natalie Wolfsen as New CEO". WealthManagement.com. Informa Connect Limited. Retrieved 5 November 2025.
11. Wenik, Ian (May 11, 2023). "Orion to name Charles Goldman chairman -sources". Citywire.com. Citywire. Retrieved 5 November 2025.
12. Southall, Brooke (April 11, 2018). "Orion buys $10-billion TAMP to take on Envestnet and AssetMark head-on for mega-accounts". riabiz.com. RIABiz. Retrieved 5 November 2025.
13. Neal, Ryan (July 11, 2019). "Orion Advisor Services acquires Advizr financial planning". InvestmentNews. KM Business Information US, Inc. Retrieved 5 November 2025.
14. Snel, Ross (April 15, 2021). "Orion Closed Its HiddenLevers Acquisition. What It Means for Financial Advisors". Barrons.com. Dow Jones & Company, Inc. Retrieved 5 November 2025.
15. Foerch, Andrew (October 25, 2021). "Orion acquires BasisCode Compliance". Citywire.com. Citywire. Retrieved 5 November 2025.
16. Levaux, Janet (April 19, 2022). "Orion to Buy CRM Provider Redtail". ThinkAdvisor.com. Touchpoint Markets. Retrieved 5 November 2025.
17. Levaux, Janet (May 10, 2022). "Orion to Buy HNW-Focused TownSquare Capital". ThinkAdvisor.com. Touchpoint Markets. Retrieved 5 November 2025.
18. "Orion concludes acquisition of Summit Wealth Systems". Yahoo!Finance. January 3, 2025. Retrieved 5 November 2025.