Orion Advisor Solutions Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Private

  • Employees
  • 1,983

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 15

  • Investments
  • 12

Orion Advisor Solutions General Information

Description

Developer of an all-in-one advisor platform designed to assist investment advisors realize their goals and attract new clients. The company's platform offers reporting, billing, trading, business intelligence, compliance, portfolio management systems and other financial planning solutions, enabling advisory firms to prospect, plan, invest and achieve within a single, connected technology-driven experience.

Contact Information

Website
www.orion.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 17605 Wright Street
  • Omaha, NE 68130
  • United States
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
FinTech
Corporate Office
  • 17605 Wright Street
  • Omaha, NE 68130
  • United States

Orion Advisor Solutions Timeline

2022202320242025
Financing 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 Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of an all-in-one advisor platform designed to assist investment advisors realize their goals and attract new c
Financial Software
Omaha, NE
1,983 As of 2025

Toronto, Canada
 
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Orion Advisor Solutions Competitors (1)

One of Orion Advisor Solutions’s competitors is Watt Carmichael, a Corporation company based in Toronto, Canada.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Watt Carmichael Corporation Toronto, Canada
You’re viewing 1 of 1 competitors. Get the full list »

Orion Advisor Solutions Patents

  • 1

    Total Documents Applications and Grants

  • Total Patents Families

  • 1

    Granted

  • Pending

  • Expiring in next 12 mo

Orion Advisor Solutions Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-D1035705-S1 Display screen or portion thereof with a graphical user interface Active 18-May-2021

Orion Advisor Solutions Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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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 (12)

Orion Advisor Solutions’s most recent deal was a Buyout/LBO with Summit Wealth Systems. The deal was made on 02-Jan-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Summit Wealth Systems 02-Jan-2025 Buyout/LBO Financial Software
Townsquare Capital 01-Jul-2022 Buyout/LBO Other Financial Services
RedTail Technology 06-Jun-2022 Buyout/LBO Business/Productivity Software
BasisCode Compliance 22-Oct-2021 Buyout/LBO Financial Software
Pantenix 01-Apr-2021 Buyout/LBO Financial Software
You’re viewing 5 of 12 investments and acquisitions. Get the full list »

Orion Advisor Solutions Affiliates

Subsidiaries (4)

Name Industry Location Year Founded
Summit Wealth Systems San Francisco, CA 2019
Townsquare Capital Provo, UT 2017
RedTail Technology Sacramento, CA 2003
Brinker Capital Berwyn, PA 1987

Orion Advisor Solutions FAQs

  • When was Orion Advisor Solutions founded?

    Orion Advisor Solutions was founded in 1999.

  • Where is Orion Advisor Solutions headquartered?

    Orion Advisor Solutions is headquartered in Omaha, NE.

  • What is the size of Orion Advisor Solutions?

    Orion Advisor Solutions has 1,983 total employees.

  • What industry is Orion Advisor Solutions in?

    Orion Advisor Solutions’s primary industry is Financial Software.

  • Is Orion Advisor Solutions a private or public company?

    Orion Advisor Solutions is a Private company.

  • What is Orion Advisor Solutions’s current revenue?

    The current revenue for Orion Advisor Solutions is .

  • How much funding has Orion Advisor Solutions raised over time?

    Orion Advisor Solutions has raised $1.63B.

  • Who are Orion Advisor Solutions’s investors?

    Talent Resources Ventures, Genstar Capital, and TA Associates Management have invested in Orion Advisor Solutions.

  • Who are Orion Advisor Solutions’s competitors?

    Watt Carmichael is a competitor of Orion Advisor Solutions.

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