Orion Advisor Solutions Overview
Founded
1999
Status
Private
Employees
695
Latest Deal Type
Debt
Financing Rounds
5
Investments
3
Orion Advisor Solutions General Information
Description
Developer of portfolio accounting software intended to help investment advisors realize their goals. The company offers reporting, billing, trading, business intelligence, compliance and financial planning solutions to fit the client's needs and requirements.
Contact Information
Website
Formerly Known As
NorthStar
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
- 17605 Wright Street
- Omaha, NE 68130
- United States
+1 (402) 000-0000
Orion Advisor Solutions Timeline
Orion Advisor Solutions Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
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Orion Advisor Solutions Executive Team (15)
2 Former Executives
Orion Advisor Solutions Board Members (9)
| Name | Representing | Role | Since |
|---|---|---|---|
| 00000 0000000 | TA Associates Management | Board Member | 000 0000 |
| 0000 0000 | Self | Board Member | 000 0000 |
| 0000 000000 | Orion Advisor Solutions | Founder, Chief Executive Officer & Board Member | 000 0000 |
| 00000000 0000 | Orion Advisor Solutions | Chairman | 000 0000 |
| 0. 000 00000 | TA Associates Management | Board Member | 000 0000 |
1 Former Board Member
Orion Advisor Solutions Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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Orion Advisor Solutions Investments & Acquisitions (3)
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| 000000 | 11-Jul-2019 | 000000000000000000 | 0000 | Financial Software | |
| 000 0000000000 | 25-May-2018 | 0000000000 | 00000 | Other Financial Services | |
| Arbor Point Advisors | 01-Jan-2012 | Joint Venture | Consulting Services (B2B) |