Tracked deals
6
6 tracked deals across 2020-2025.
Operating Company
Financial Services
Orion Advisor Solutions
Omaha, Nebraska, United States
Orion is a wealthtech platform delivering an integrated suite of fully connected advisor technology and investment solutions on an open architecture platform, supporting independent financial advisors and RIAs across the advisor-client relationship (technology, TAMP/OCIO-style portfolio solutions, and integrations).
- Focus Areas
- Wealth management technology, Advisor workflow software, Turnkey Asset Management Platform (TAMP)
- Website
- orion.com
Recent pace
0
0 tracked deals announced in the last 12 months.
Deal mix
Buyout
6 buyout
Orion Advisor Solutions Acquisition Volume by Year
Last 4 years
Supporting Data
Recent Transactions
-
January 2, 2025
- Buyer
- Orion
- Target
- Summit Wealth Systems
- Industry
- Wealth Management
- Location
- Nebraska, United States
- Type
- Buyout
Orion, a wealthtech provider, completed its acquisition of Summit Wealth Systems, an advisor technology provider. Summit’s co-founder and CEO, Reed Colley, joined Orion as President of Orion Advisor Technology, reporting to Orion CEO Natalie Wolfsen.
-
June 6, 2022
- Buyer
- Orion Advisor Solutions
- Target
- Redtail Technology
- Industry
- Software
- Location
- California, United States
- Type
- Buyout
Orion Advisor Solutions has agreed to acquire Redtail Technology, a web-based CRM provider for financial advisors, to embed Redtail's CRM into Orion's wealthtech platform and deliver a more integrated advisor-client technology experience. The deal, announced April 19, 2022 and completed June 6, 2022, will keep Redtail operating as a brand entity within Orion with Redtail CEO Brian McLaughlin becoming Orion's President of CRM.
-
May 10, 2022
- Buyer
- Orion Advisor Solutions
- Target
- TownSquare Capital
- Industry
- Financial Services
- Location
- Utah, United States
- Type
- Buyout
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.
-
October 22, 2021
- Buyer
- Orion Advisor Solutions
- Target
- BasisCode Compliance LLC
- Industry
- Cloud & SaaS
- Location
- Georgia, United States
- Type
- Buyout
Orion Advisor Solutions has acquired BasisCode Compliance LLC, a cloud-based provider of regulatory compliance and risk-management software for the financial services industry. The acquisition brings BasisCode’s compliance, trading surveillance and audit-ready reporting capabilities into Orion’s wealthtech platform to strengthen Orion’s compliance technology offering for financial advisors and enterprise firms.
-
March 9, 2021
- Buyer
- Orion Advisor Solutions
- Target
- HiddenLevers
- Industry
- Cloud & SaaS
- Location
- Georgia, United States
- Type
- Buyout
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.
-
June 26, 2020
- Buyer
- Orion Advisor Solutions, Genstar Capital, TA Associates
- Target
- Brinker Capital
- Industry
- Wealth Management
- Location
- Pennsylvania, United States
- Type
- Buyout
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.
Related Acquisition Pages
Cloud & SaaS Buyers & Acquisitions
2 tracked deals by Orion Advisor Solutions.
Wealth Management Buyers & Acquisitions
2 tracked deals by Orion Advisor Solutions.
Financial Services Buyers & Acquisitions
1 tracked deal by Orion Advisor Solutions.
Software Buyers & Acquisitions
1 tracked deal by Orion Advisor Solutions.
Acquisitions in Georgia
2 tracked deals by Orion Advisor Solutions.
Acquisitions in California
1 tracked deal by Orion Advisor Solutions.
Acquisitions in Nebraska
1 tracked deal by Orion Advisor Solutions.
Acquisitions in Pennsylvania
1 tracked deal by Orion Advisor Solutions.
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