Orion Advisor Solutions Overview

  • Founded
  • 1999

Founded
  • Status
  • Private

  • Employees
  • 1,536

Employees
  • Latest Deal Type
  • PE Growth

  • Financing Rounds
  • 10

  • 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
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

2020202120222023
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
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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
0000 0000000000 Corporation Toronto, Canada
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Orion Advisor Solutions Executive Team (26)

Name Title Board Seat Contact Info
Eric Clarke Founder, Chief Executive Officer & Board Member
Ryan Beach JD President, Orion Wealth Management
Daniel Applegarth Chief Financial Officer
Chad Boyer Chief Technology Officer & Executive Vice President
Julie Lane Chief Human Resources Officer
You’re viewing 5 of 26 executive team members. Get the full list »

Orion Advisor Solutions Board Members (15)

Name Representing Role Since
0000000 00000000 Self Board Member 000 0000
00000 0000000000 Self Board Member & President, Orion Advisor Tech 000 0000
0000000 0000000 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
You’re viewing 5 of 15 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
0000000000 00 01-Jul-2022 0000000000 Other Financial Services 0000 0000
0000000 00000 06-Jun-2022 0000000000 Business/Productivity Software 0000 0000
000000000 000 22-Oct-2021 0000000000 Financial Software 00000 000
000000000000 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 (5)

Company Name Industry Location Founded
Townsquare Capital Other Financial Services Provo, UT 2017
000000000000 Financial Software Decatur, GA 0000
0000000 0000000000 Business/Productivity Software Sacramento, CA 0000
000 00000000000 Asset Management Omaha, NE 0000
0000000 0000000 Asset Management Berwyn, PA 0000
To view Orion Advisor Solutions’s complete subsidiaries history, request access »