Orion Advisor Solutions Acquires Redtail Technology

Orion Acquires Summit Wealth Systems

January 2, 2025

Financial Services

Orion has completed the acquisition of Summit Wealth Systems, an award-winning advisor technology provider. Summit's co-founder and CEO Reed Colley joined Orion as President of Orion Advisor Technology, and Summit's 12 employees transitioned to Orion as the company integrates Summit's software into its platform.

Broadridge Financial Solutions Acquires AdvisorTarget

May 30, 2024

Data & Analytics

Broadridge Financial Solutions acquired AdvisorTarget to integrate advisor behavioral intent data into its data and analytics suite, enhancing digital marketing and sales targeting for asset managers and wealth firms. The deal expands Broadridge’s capability to pair advisor intent with asset-holding insights to drive more precise distribution and engagement strategies.

TriNet Acquires Clarus R+D Solutions LLC

September 6, 2022

Cloud & SaaS

TriNet has acquired Clarus R+D Solutions LLC, a fintech company that provides a cloud-based R&D tax credit platform and related professional services for SMBs. Clarus will operate as a wholly owned subsidiary and its leadership, including former CEO Chris Winslow, will join TriNet to lead a newly created Tax Credits Business Unit; terms were not disclosed.

Orion Advisor Solutions Acquires TownSquare Capital

May 10, 2022

Financial Services

Orion Advisor Solutions has acquired TownSquare Capital, a Provo-based boutique investment and trading platform, adding about $6 billion in TAMP assets to Orion's wealth management business. TownSquare will operate as a wholly owned, indirect subsidiary of Orion, with TownSquare CEO Kurt Brown becoming Orion's Chief of OCIO Services; the deal expands Orion's capabilities for high-net-worth and advisor-focused investment solutions.

Orion Innovation Acquires Tellence Technologies

February 8, 2021

IT Services

Orion Innovation, a portfolio company of One Equity Partners, has agreed to acquire Tellence Technologies, a Bucharest-based software and engineering services firm. The deal establishes an R&D delivery center in Romania (300+ engineers initially) to strengthen Orion's European presence and expand its telecom and cyber security product development capabilities.

Orion Advisor Solutions Acquires HiddenLevers

March 9, 2021

Cloud & SaaS

Orion Advisor Solutions has acquired HiddenLevers, a fintech risk‑analysis and portfolio stress‑testing platform headquartered in Atlanta. The deal brings HiddenLevers' portfolio construction, stress‑testing and BI capabilities into Orion's wealthtech platform to deepen advisor-facing risk analytics and business intelligence offerings.