What is Orion Advisor Solutions?
Orion Advisor Solutions is a leading provider of technology-enabled fiduciary processes designed to enhance the advisor-client relationship. The company offers a comprehensive suite of tools for financial advisors, enabling them to manage prospecting, planning, investment, and achievement within a unified, tech-driven experience. Through its integrated brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, Orion delivers a modular offering that empowers advisory firms to attract new clients, align investment strategies with client goals, and track progress toward financial success. As of December 31, 2020, Orion supported over 2,100 advisory firms, managing approximately $1.4 trillion in assets under administration, with an additional $48 billion on its open-architecture TAMP, positioning it as a preferred platform for growth-focused advisory businesses.
How much funding has Orion Advisor Solutions raised?
Orion Advisor Solutions has raised a total of $180M across 2 funding rounds:
Debt
$85M
Debt
$95M
Debt (2022): $85M, investors not publicly disclosed
Debt (2022): $95M, investors not publicly disclosed
What's next for Orion Advisor Solutions?
The recent major strategic investment signals Orion Advisor Solutions' intent to further solidify its market leadership and potentially expand its technological capabilities or service offerings. This capital infusion is likely to fuel innovation, enhance client support, and drive strategic acquisitions or partnerships. Given the enterprise-level nature of the funding, Orion is poised for significant scaling, aiming to capture a larger share of the wealth management technology market and deepen its relationships with existing advisory firms while attracting new ones seeking a competitive edge and robust business-building tools.
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