Orion Advisor Solutions Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Private

  • Employees
  • 1,536

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 12

  • Investments
  • 10

Orion Advisor Solutions General Information

Description

Developer of an all-in-one advisor platform designed to help 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
Primary Industry
Financial Software
Other Industries
Other Financial Services
Corporate Office
  • 17605 Wright Street
  • Omaha, NE 68130
  • United States
+1 (402) 000-0000

Orion Advisor Solutions Timeline

2021202220232024
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 help investment advisors realize their goals and attract new cli
Financial Software
Omaha, NE
1,536 As of 2022
00.000
000000000 00 00.000

0000 0

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00000 000000000 0000
Toronto, Canada
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Orion Advisor Solutions Competitors (1)

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 Executive Team (32)

Name Title Board Seat Contact Info
Ryan Beach JD President, Orion Wealth Management
Chad Boyer Co-Chief Technology Officer & Executive Vice President
Mustapha Baassiri Co-Chief Technology Officer
Julie Lane Chief Human Resources Officer
Rusty Vanneman Chief Investment Officer
You’re viewing 5 of 32 executive team members. Get the full list »

Orion Advisor Solutions Board Members (16)

Name Representing Role Since
0000000 00000000 Genstar Capital Board Member 000 0000
00000 0000000000 Self Board Member & President, Orion Advisor Tech 000 0000
0000000 0000000 Self Board Member & Executive Chairman of the Board 000 0000
0000 000000 Orion Advisor Solutions Founder & Board Member 000 0000
00000000 0000 Orion Advisor Solutions Board Member 000 0000
You’re viewing 5 of 16 board members. Get the full list »

Orion Advisor Solutions Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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 (10)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Townsquare Capital 01-Jul-2022 0000000000 Other Financial Services 0000 0000
RedTail Technology 06-Jun-2022 0000000000 Business/Productivity Software 0000 0000
BasisCode Compliance 22-Oct-2021 0000000000 Financial Software 00000 000
HiddenLevers 09-Mar-2021 0000000000 Financial Software 0000 0000
Joint Venture (Orion Advisor Solutions / Focus Client Solutions) 27-Jan-2021 Joint Venture Other Financial Services 0000 0000
You’re viewing 5 of 10 investments and acquisitions. Get the full list »

Orion Advisor Solutions Subsidiaries (2)

Company Name Industry Location Founded
Townsquare Capital Other Financial Services Provo, UT 2017
RedTail Technology Business/Productivity Software Sacramento, CA 0000
To view Orion Advisor Solutions’s complete subsidiaries history, request access »

Orion Advisor Solutions FAQs

  • When was Orion Advisor Solutions founded?

    Orion Advisor Solutions was founded in 1999.

  • Who is the founder of Orion Advisor Solutions?

    Eric Clarke, Mike Miola, and Pat Clarke are the founders of Orion Advisor Solutions.

  • Who is the CEO of Orion Advisor Solutions?

    Natalie Wolfsen is the CEO of Orion Advisor Solutions.

  • 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 1,536 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 000000.

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

    Orion Advisor Solutions has raised $1.72B.

  • 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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