Orion Advisor Solutions

What Orion Advisor Solutions does

Orion Advisor Solutions is a US-based wealthtech platform serving independent financial advisors, RIAs, broker-dealers, banks, family offices, and custodians. Founded in 1999 and headquartered in Omaha, Nebraska, the company operates through a holding structure with wholly-owned subsidiaries including Orion Advisor Technology, Orion Portfolio Solutions, Redtail Technology (acquired 2022), TownSquare Capital (acquired 2022), BasisCode Compliance (acquired 2021), and Summit Wealth Systems (acquired 2024). The platform spans portfolio accounting, CRM, trading, financial planning, compliance, risk intelligence, and client/advisor portals, with Denali AI and the Denali Data Layer serving as cross-cutting intelligence and integration layers.

The company monetizes through a combination of recurring technology subscriptions (sold as integrated suite or individual modules, billed annually), TAMP services that administer $3.8 trillion in assets through Orion Portfolio Solutions, OCIO services via TownSquare Capital with $64.3 billion under management, proprietary investment strategies via Brinker Capital Investments, and Custom Indexing. Go-to-market combines enterprise field sales, a consultative 'Get a Consult' approach, integration partnerships with major custodians (Schwab, Fidelity, BNY Mellon Pershing) that drive embedded distribution, product-led growth via the #1-rated Redtail CRM, and the annual Ascent conference. Pricing is quote-based and not publicly disclosed.

Orion claims #1 market share in CRM, Portfolio Accounting, and All-in-One Software per the T3/Inside Information Software Survey (2026), with 217 of the top 20 Barron's RIAs on the platform, 7.8 million+ technology accounts, and 100,000+ investment professionals on Redtail CRM. The company is privately held and PE-backed; founder Eric Clarke stepped down as CEO in October 2026 and was succeeded by Natalie Wolfsen, formerly CEO of rival TAMP firm AssetMark. Reported client outcomes include 40% higher organic growth rates for Orion clients versus non-Orion firms in 2025.

Name

Orion Advisor Solutions

Legal name

Orion Advisor Solutions, Inc.

Website

https://orion.com

Company type

Private

Founded year

1999

Operating status

Operating

Headcount range

1,001–5,000 employees

Short description

Orion Advisor Solutions is a US wealthtech platform serving independent financial advisors, RIAs, broker-dealers, banks, and family offices with integrated portfolio accounting, CRM (Redtail), trading, planning, compliance, and outsourced investment services (TAMP/OCIO), powered by the Denali AI intelligence layer.

Ownership category

akta.pro rank

Product category

Wealth Management Software

NAICS

Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Miscellaneous Financial Investment Activities (523999)

SIC

Investment Advice (6282), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industries

Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Financial Planning–Led RIAs (FSAAACAB)

Keywords

• Wealth management software
• Portfolio accounting platform
• RIA technology solutions
• Turnkey asset management
• Outsourced investment management

Headquarters

HQ city

Omaha

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Technology Platform Subscriptions: Orion generates revenue through subscription fees for its technology platform including portfolio accounting, CRM (Redtail), trading, planning, compliance, client portal, and advisor portal. The platform is sold as an integrated suite or individual products. Revenue is recurring in nature based on AUM and firm size.
2. TAMP (Turnkey Asset Management Platform): Orion Portfolio Solutions provides fully outsourced investment management and operations through its TAMP platform. The TAMP administers $3.8 trillion in assets and manages $64.3 billion in assets. Revenue is generated through fees based on assets under management.
3. OCIO (Outsourced Chief Investment Officer): Orion OCIO services provided by TownSquare Capital allow firms to partially outsource investment management while retaining client relationships. Services include portfolio construction, manager research, and trade execution support.
4. Proprietary Investment Strategies: Brinker Capital Investments provides diversified proprietary portfolios and investment strategies to advisors using the Orion platform.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels9 records

Core offering

Orion Advisor Solutions provides a unified wealthtech platform for financial advisors that combines portfolio accounting, CRM, trading, financial planning, compliance, risk intelligence, and client/advisor portals, augmented by the Denali AI intelligence layer and Denali Data Layer. The company also offers turnkey investment services through Orion Portfolio Solutions, including a TAMP, OCIO services via TownSquare Capital, custom indexing, proprietary investments through Brinker Capital, wealth advisory, and trade desk support. Its customers are independent RIAs, broker-dealers, family offices, banks, and custodians, with revenue generated primarily through recurring software subscriptions and AUM-based fees.

Product overview

Orion Advisor Solutions is a comprehensive wealthtech platform that combines a unified portfolio management system with modular technology products. The core platform includes Portfolio Accounting, Trading, Compliance, Risk Intelligence, and Orion Planning, all deeply integrated with the acquired Redtail CRM (acquired in 2022). Denali AI serves as the enterprise AI layer and Denali Data Layer enables cross-system data integration. The platform also includes client and advisor portals plus Summit Experience for premium service. On the wealth management side, Orion offers TAMP (Turnkey Asset Management Platform) through Orion Portfolio Solutions, OCIO services through TownSquare Capital, Custom Indexing, Wealth Advisory, Trade Desk, and access to third-party strategists via the Investment Portal. This integrated structure allows firms to use individual products, the full technology stack, or combine with outsourced investment solutions.

Differentiator

Problem solved

Functional benefit

Brands

• Denali AI: Enterprise AI intelligence platform that connects data, workflows, and insights across the Orion ecosystem, helping firms make smarter decisions and create capacity to move faster with confidence.
• Denali Data Layer
• Redtail CRM
• Orion Denali AI
• Unified Managed Household (UMH)

Products and services

• Denali AI
• Denali Data Layer
• Redtail CRM
• Portfolio Accounting
• Trading
• Compliance
• Risk Intelligence
• Orion Planning
• Client Portal
• Advisor Portal
• TAMP (Turnkey Asset Management Platform)
• OCIO (Outsourced Chief Investment Officer)
• Custom Indexing
• Wealth Advisory
• Trade Desk
• Investment Portal
• Cash and Credit
• Proprietary Investments
• Summit Experience
• Strategic Insights
• Unified Managed Household (UMH)

Quantifiable outcome

• 40% higher organic growth rates for Orion clients vs non-Orion firms in 2025
• +3 more outcomes

Named customers11 records

Segments8 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration9 records

AI capability8 records

Feature6 records

Partnerships

Nine partnerships are on record, tiered core.

• AnthropiccoreTechnology or IntegrationPartnership with Anthropic for AI capabilities powering the Denali AI enterprise intelligence platform. Orion announced advancements in its AI platform and partnerships with Anthropic at Ascent 2026 conference.
• BlackRockcoreTechnology or IntegrationIntegration with BlackRock's Advisor Center providing single sign-on and digital tools to help advisors make strategic portfolio decisions, fuel client relationships, and grow business.
• BNY Mellon PershingcoreTechnology or IntegrationOrion receives daily data files from BNY Mellon Pershing. Integration supports integrated trade file capabilities and advisory fee billing files. As the industry's largest provider of clearing and settlement solutions.
• Fidelity Clearing and Custody SolutionscoreTechnology or IntegrationIntegration offers digital account opening workflow, SSO to Wealthscape, tiles on Orion's presentation tool Insight, and advanced trade file capabilities.
• Charles SchwabcoreTechnology or IntegrationIntegration provides single sign-on to Charles Schwab Advisor Center, real-time data from OpenView Gateway in Insight dashboard, and seamless digital account opening process. Automated beneficiary updates feature announced at IMPACT 2025.
• eMoneycoreTechnology or IntegrationeMoney pulls account balance and performance data to aid financial planning. Orion reports can be run on demand inside eMoney and Orion statements can be viewed inside eMoney vault for added efficiencies.
• MoneyGuidecoreTechnology or IntegrationIntegration pushes Household/Account level data to MoneyGuide for use in financial plans. Orion pulls back Financial Plan report elements including Plan Summary, Monte Carlo Results, Net-Worth Summary, and Insurance Information.
• Morningstar (ByAllAccounts)coreTechnology or IntegrationMorningstar ByAllAccounts provides financial account aggregation from over 15,000 different financial institutions to Orion advisors. Data drives performance reporting and holistic reporting.
• RedTail TechnologycoreStrategic or Co-development PartnerOrion acquired RedTail Technology in 2022 as a strategic expansion move. Redtail is now Orion's CRM product, the industry's most-adopted CRM for financial advisors, fully integrated with Orion's platform.

Scale indicators13 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Addepar: Addepar offers a portfolio management, analytics, and reporting platform serving large RIAs, family offices, and institutional investors — a comparable enterprise-wealthtech offering to Orion, particularly for high-net-worth and growth-focused advisory firms.
• Envestnet: Envestnet provides a portfolio of advisor technology (Tamarac, Yodlee), financial planning (MoneyGuide), and TAMP/OCIO services that directly overlap Orion's portfolio accounting, planning, and turnkey investment offerings for RIAs and broker-dealers.
• AssetMark: AssetMark is a TAMP and wealth management platform serving RIAs — the firm where incoming Orion CEO Natalie Wolfsen previously served as CEO, making it the closest direct TAMP/OCIO competitor.
• SS&C Advent (Black Diamond, Geneva): SS&C's Advent suite (including Black Diamond and Geneva) provides portfolio accounting, reporting, and trading for advisors and asset managers, directly competing with Orion's portfolio accounting and trading modules.
• InvestCloud: InvestCloud delivers a digital wealth management platform with portfolio management, trading, and client portal capabilities, competing with Orion across both advisor technology and enterprise wealth workflows.

Broad incumbents

• Salesforce Financial Services Cloud: Salesforce's Financial Services Cloud is a broad CRM and engagement platform competing in the same advisor workflow space where Orion's Redtail CRM operates; it offers wider enterprise software scale but less depth in portfolio-accounting workflows.
• Broadridge: Broadridge is a large incumbent in wealth and investment management infrastructure (including advisor technology, data, and communications), competing broadly across Orion's portfolio of services with greater scale and a wider product portfolio.

Emerging players

• Riskalyze: Riskalyze provides risk-tolerance and risk-intelligence tools for advisors, overlapping with Orion's Risk Intelligence and risk-overlay capabilities and competing for the same RIA buyer persona.
• eMoney Advisor: eMoney Advisor is a financial planning platform for advisors, overlapping with Orion Planning and tightly integrated into Orion via SSO and data sync; it competes head-to-head for the financial planning layer of the advisor stack.
• MoneyGuide: MoneyGuide is a financial planning software provider that integrates bidirectionally with Orion, serving the same RIA and broker-dealer buyer base for goal-based planning workflows.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights7 records

Customer concentration

• Xx.com/orion_oas
• Facebookfacebook.com/OrionAdvisorTech
• LinkedInlinkedin.com/company/orion-advisor-solutions

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A4 records

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Orion Advisor Solutions