Orion Advisor Solutions, LLC Asset Profile

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Year established

1999

Location

Omaha NE US

Primary Industry

Software

About

Founded in 1999 and based in Nebraska, US, Orion Advisor Solutions, LLC, formerly known as NorthStar Financial Services Group, LLC, operates as a software company that provides advisor technology solutions, turnkey asset management programs, and investment management solutions to financial advisors and firms. In February 2015, TA Associates agreed to acquire a majority stake in Orion Advisor Solutions, LLC. In May 2022, Orion Advisor Solutions, LLC, a portfolio company of Genstar Capital Partners and TA Associates, agreed to acquire TownSquare Capital, LLC. The deal was completed in July 2022. As of January 2024, the company is led by its CEO, Natalie Wolfsen. Orion Advisor Solutions, LLC, provides solutions that enable advisors, investors, and institutions to leverage data and analytical insights and take more intelligent actions that deliver a competitive edge. The company helps more than 2100 advisory firms strengthen their client relationships, gain a competitive edge in a crowded marketplace, and build strong, profitable businesses. Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investment are brand entities that operate under Orion Advisor Solutions. The company generates revenue through its product subscriptions.

Current Investors

Genstar Capital Partners, TA Associates, Brinker Capital, Inc.

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Primary Industry

Software

Sub Industries

Accounting Services, e-Financial, Analytics & Performance Software, Accounting/Finance Software

Website

www.orion.com

Verticals

Cloud Computing, FinTech, RegTech

Company Stage

Merged

Total Amount Raised

Subscriber access only

Deals

Deals Type
Add-on
Add-on
Add-on
Add-on
Add-on, Trade Sale

Deal Status	Target (s)	Deal Date
Completed	TownSquare Capital, LLC	10 May 2022
Announced	Redtail Technology, Inc.	19 Apr 2022
Completed	BasisCode Compliance, LLC	22 Oct 2021
Completed	HiddenLevers	09 Mar 2021
Completed	FTJ FundChoice, LLC	11 Apr 2018

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