Orion Advisor Solutions and Brinker Capital Merge with Investment from Genstar Capital and TA Associates

Orion Advisor Solutions and Brinker Capital have completed a merger to create an integrated technology and turnkey asset management platform (TAMP), backed by new investor Genstar Capital alongside continuing investor TA Associates. The combined business expands Orion's wealthtech capabilities and Brinker’s investment management scale — creating a unified TAMP with roughly $44 billion in assets and service access for more than 10,000 active advisor representatives.