Orion Advisor Solutions, Inc.

Orion Advisor Solutions, Inc. is an American financial technology and investment services company headquartered in Omaha, Nebraska. Founded in 1999, Orion provides an integrated suite of technology and investment solutions designed to empower fiduciary advisors, help them grow their businesses, and enhance client service. The company's mission is rooted in its origin, having been built by financial advisors for financial advisors to address the specific needs of the wealth management market.

Orion offers a comprehensive platform that includes portfolio management software, financial planning tools, client relationship management (CRM), compliance solutions, trading capabilities, and business intelligence. Its services cater to independent financial advisors, broker-dealers, enterprise firms, and other financial institutions. Key brand entities under Orion include Orion Advisor Technology, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO, providing a modular yet connected offering.

As a privately held company majority-owned by private equity firms Genstar Capital and TA Associates, Orion has established itself as a wealthtech powerhouse. Natalie Wolfsen serves as the Chief Executive Officer, having succeeded founder Eric Clarke in 2023. As of December 31, 2025, Orion supports over 8 million client accounts and approximately $5.8 trillion in assets under administration. Recent initiatives include plans for an innovation lab in San Francisco and a new office in Utah, alongside a focus on AI and automation, which its 2026 Advisor Wealthtech Survey indicates are key growth drivers for advisors.