Orion Advisor Solutions Overview

  • Founded
  • 2003
Founded
  • Status
  • Private
  • Employees
  • 850
Employees
  • Latest Deal Type
  • Debt
  • Financing Rounds
  • 7
  • Investments
  • 6

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
www.orion.com
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

2018201920202021
Financing RoundFinancing RoundCaptured Employee CountEstimated Employee Growth
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Orion Advisor Solutions Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Orion Advisor Solutions Executive Team (19)

Name Title Board Seat Contact Info
Eric Clarke Founder, Chief Executive Officer & Board Member
Daniel Applegarth Chief Financial Officer
Randy Lambert Co-Chief Operating Officer
Ryan Beach JD Co-Chief Operating Officer
Brad Shepard Chief Strategy Officer
You’re viewing 5 of 19 executive team members. Get the full list »

Orion Advisor Solutions Board Members (10)

Name Representing Role Since
0000 000000 Orion Advisor Solutions Founder, Chief Executive Officer & Board Member 000 0000
00000000 0000 Orion Advisor Solutions Chairman 000 0000
0000 00000000 Self Board Member 000 0000
000 00000 TA Associates Management Board Member 000 0000
0000 000000 Self Board Member 000 0000
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Orion Advisor Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Orion Advisor Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Orion Advisor Solutions Investments & Acquisitions (6)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000000000000 09-Mar-2021 0000000000 Financial Software 0000 000000
00000 0000000 (000 27-Jan-2021 00000 0000000 Specialized Finance 0000 000000
0000000 0000000 25-Sep-2020 0000000000 Asset Management 0000 000000
000000 11-Jul-2019 000000000000000000 0000 Financial Software
FTJ FundChoice 25-May-2018 Buyout/LBO 00000 Other Financial Services
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Orion Advisor Solutions Subsidiaries (2)

Company Name Industry Location Founded
HiddenLevers Financial Software Decatur, GA 2009
0000000 0000000 Asset Management Berwyn, PA 0000
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