Orion Advisor Solutions

Orion Advisor Solutions Overview

Founded 1999
Founded
Status Private
Employees 695
Employees
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

2017201820192020
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 Executive Team (15)

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
Chad Boyer Chief Development Officer

2 Former Executives

Orion Advisor Solutions Board Members (9)

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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)

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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)