Orion Advisor Solutions Overview
- Founded
-
1999
- Status
-
Private
- Employees
-
1,536
- 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
Orion Advisor Solutions Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Orion Advisor Solutions Comparisons
Description
Primary
Industry
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
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
Add Comparison
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 |
Orion Advisor Solutions Executive Team (26)
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 |
Orion Advisor Solutions Signals
Growth Rate
0.80%
Weekly
Growth
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
Orion Advisor Solutions Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
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 |
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 |