Orion Portfolio Solutions
Orion Portfolio Solutions is a top-3 US TAMP providing turnkey asset management, OCIO, custom indexing, and proprietary investment management to financial advisors, RIAs, broker-dealers, banks, and family offices, supported by an integrated advisor technology suite including Redtail CRM, Denali AI, and a $185B AUA platform.
- Company typePrivate
- Founded2001
- HeadquartersHebron, United States
- Headcount251–500
- GTM typeB2B
- OfferingServices
What Orion Portfolio Solutions does
Orion Portfolio Solutions, LLC is the wealth management division of Orion Advisor Solutions, Inc., providing turnkey asset management platform (TAMP), outsourced chief investment officer (OCIO), custom indexing, and proprietary investment management services to financial advisors, RIAs, broker-dealers, banks, trusts, and family offices across the United States. The company manages $185B in wealth management assets under administration and holds a top-3 TAMP market position with a 95% practice retention rate. Its service architecture spans three engagement tiers — Advisor-Managed (à la carte), Guided Partnership (partially outsourced OCIO via TownSquare Capital), and Fully Outsourced (turnkey investment management) — supported by a proprietary advisor technology suite including Redtail CRM (#1 CRM market share), Orion Advisor Portal, Denali Data Layer, Denali AI, and Orion Eclipse trading platform.
The company's technology stack is built on the Denali Data Layer, which unifies cross-system data from custodians, portfolio accounting, planning, and CRM into a single data fabric that powers both Denali AI (generative AI for portfolio commentary, client communication, and natural language querying) and unified reporting. The platform is complemented by integrated modules for trading, compliance, risk intelligence, financial planning, and client portals, eliminating tool-switching for advisors. Custom Indexing enables tax-efficient, security-level personalization at scale, with stated outcomes of 246 hours saved per HNW account per year. The April 2026 Pontera integration extends the platform into workplace retirement accounts (401(k)/403(b)), enabling whole-household tax optimization. Brinker Capital Investments operates as a wholly-owned subsidiary delivering proprietary multi-asset portfolios and the Destinations Funds suite.
Orion generates revenue through subscription-based TAMP platform fees, managed OCIO services, licensing/management fees on proprietary investments (Brinker/Destinations Funds), Custom Indexing fees, and a Cash & Credit program (via Uptiq). Pricing is not publicly disclosed but follows a quote-based, annual subscription cadence across three engagement tiers. The go-to-market combines direct enterprise sales to advisory practices with distribution through major custodian networks (Schwab, Fidelity, Pershing) and integration partners. The company is a privately held LLC headquartered in Hebron, KY (with operations centered in Omaha, NE), employs 251-500 people, and was founded in 2001.
Orion Portfolio Solutions firmographics
Firmographics- Name
- Orion Portfolio Solutions
- Legal name
- Orion Portfolio Solutions, LLC
- Website
- https://orionportfoliosolutions.com
- Company type
- Private
- Founded year
- 2001
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- Orion Portfolio Solutions is a top-3 US TAMP providing turnkey asset management, OCIO, custom indexing, and proprietary investment management to financial advisors, RIAs, broker-dealers, banks, and family offices, supported by an integrated advisor technology suite including Redtail CRM, Denali AI, and a $185B AUA platform.
- Ownership category
- akta.pro rank
Orion Portfolio Solutions industry classification
Industry- Product category
- Wealth Management Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
- akta.pro secondary industry
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where Orion Portfolio Solutions is headquartered
LocationHeadquarters
- HQ city
- Hebron
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Orion Portfolio Solutions business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure
Revenue model
- TAMP Platform Fees: Orion Portfolio Solutions generates revenue through turnkey asset management platform fees charged to financial advisors and wealth management firms for access to investment management, trading, billing, account opening, and reporting services.
- OCIO Services: Outsourced chief investment officer services provided through TownSquare Capital, offering portfolio construction, manager research, and trade execution support with retained advisor client relationships.
- Proprietary Investment Management: Revenue from Brinker Capital Investments proprietary multi-asset portfolios and Destinations Funds managed by Orion Portfolio Solutions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Advisor-Managed Open Architecture - à la carte service model |
| Subscription | Annual | Guided Partnership - partially outsourced with institutional support |
| Subscription | Annual | Fully Outsourced Turnkey - end-to-end investment management |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels7 records
Orion Portfolio Solutions product offering
Product offeringCore offering
Orion Portfolio Solutions operates as a B2B wealth management platform offering a Turnkey Asset Management Platform (TAMP), Outsourced Chief Investment Officer (OCIO) services through affiliate TownSquare Capital, Custom Indexing, and proprietary investment management via Brinker Capital Investments (Destinations Funds). The company delivers its services across three engagement tiers — Advisor-Managed open architecture, Guided Partnership, and Fully Outsourced turnkey — supported by an integrated Advisor Technology suite (Orion Advisor Portal, Denali Data Layer, Denali AI, Redtail CRM) serving financial advisors, RIAs, broker-dealers, banks, and family offices.
Product overview
Orion Portfolio Solutions operates as a unified platform-plus-modules architecture combining a TAMP (Turnkey Asset Management Platform) under Orion Portfolio Solutions with a comprehensive Advisor Technology suite. The platform spans three engagement tiers: Advisor-Managed (Investment Portal, Trade Desk, Cash & Credit — open architecture with à-la-carte services), Guided Partnership (OCIO via TownSquare Capital, Custom Indexing, Strategists marketplace, Tailored Allocation Portfolios — institutional support without surrendering client relationships), and Fully Outsourced (TAMP Open Architecture, Wealth Advisory, Proprietary Investments via Brinker Capital Investments — end-to-end investment management and operations). The Advisor Technology layer (Orion Advisor Portal, Redtail CRM, Portfolio Accounting, Trading, Compliance, Risk Intelligence, Planning, Client Portal, Denali Data Layer, Denali AI) is integrated with the Wealth Management services, enabling investment data to flow through the same unified data layer and proposals, reporting, and trading to run from a single dashboard. Orion Eclipse is the specialized trading platform for held-away retirement accounts with Pontera integration.
Differentiator
Problem solved
Functional benefit
Brands
- Brinker Capital Investments: Proprietary investment manager delivering diversified portfolios including the Destinations Funds suite. Orion Portfolio Solutions LLC d/b/a Brinker Capital Investments is a registered investment advisor and the investment advisor to the Brinker Capital Destinations Mutual Funds.
Products and services
- TAMP Open Architecture Turnkey Asset Management Platform providing fully outsourced investment management and operations end-to-end, enabling advisors to delegate investment management, trading, billing, account opening, and reporting to Orion while focusing on client relationships and practice growth.
- Brinker Capital Investments (Proprietary Investments) Orion's proprietary investment manager delivering diversified, actively-managed multi-asset portfolios and the Destinations Funds suite designed to help advisors keep clients invested across market cycles, accessed through Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments.
- Orion OCIO Outsourced Chief Investment Officer service provided through TownSquare Capital, including portfolio construction, manager research, and trade execution support while the advisor retains the client relationship and overall planning.
- Trade Desk A team of experienced specialists that streamlines trade operations for advisors, handling execution and operational support alongside investment management workflows.
- Custom Indexing Tax-efficient, security-level personalization at scale enabling advisors to build personalized, tax-aware portfolios where clients hold underlying securities directly, supporting tax-loss harvesting, tax transitioning, and values-based customization (ESG, security exclusions, factor tilts).
- Investment Portal Open access platform providing advisors and their clients with access to leading third-party strategists and investment models through an open-architecture framework.
- Wealth Advisory Full high-net-worth practice support where Orion manages the investment, client-experience, and operational layers end-to-end for advisors seeking fully outsourced delivery.
- Cash and Credit Lending solutions and cash management services providing high-net-worth clients access to a range of banking and credit solutions through integrated third-party provider Uptiq.
- Strategists Curated investment model marketplace connecting advisors with third-party strategists, offering a curated selection of mutual funds and ETFs within the Tailored Allocation Portfolios program.
- Tailored Allocation Portfolios Strategist-managed allocation models providing tax-smart personalization at scale with no added fee, utilizing unaffiliated strategists' mutual funds or ETFs selected by Orion Portfolio Solutions.
- Orion Eclipse (Workplace Retirement Trading Platform) Trading and rebalancing platform for workplace retirement plans (401(k) and 403(b)) that integrates held-away account data from Pontera to enable advisers to incorporate retirement accounts into tax-optimized household strategies and rebalance at scale.
Quantifiable outcome
- 62.1% average growth rate for OCIO clients after partnering with Orion
- +4 more outcomes
Companies that use Orion Portfolio Solutions
Customer profileNamed customers1 record
Segments5 records
Ideal customer profiles5 records
Orion Portfolio Solutions technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration2 records
AI capability3 records
Feature5 records
Orion Portfolio Solutions partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered core and minor.
- Pontera Solutions Inc.coreOrion Portfolio Solutions LLC and Pontera Solutions Inc. announced collaboration to integrate Pontera's data streams into the Orion Eclipse trading and rebalancing platform for 401(k) and 403(b) workplace retirement plans. The integration enables advisers to incorporate held-away retirement accounts into tax-optimized household strategies and rebalance at scale.
- TownSquare Capital, LLCcoreTownSquare Capital provides OCIO (Outsourced Chief Investment Officer) services as an affiliate of Orion Portfolio Solutions. TSC is a registered investment advisor and wholly owned subsidiary of Orion Advisor Solutions, Inc., handling portfolio construction, manager research, and trade execution support.
- Brinker Capital InvestmentscoreBrinker Capital Investments is Orion's proprietary investment manager operating under Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments. Delivers diversified portfolios including the Destinations Funds suite of institutional-grade, fully outsourced investment options.
- Foreside Fund Services, LLCminorForeside Fund Services serves as the distributor for the Destinations Mutual Funds offered through Brinker Capital Investments.
Scale indicators6 records
Recent moves6 records
Expansion highlights5 records
Orion Portfolio Solutions competitors and assessment
Company assessmentDirect peers
- Envestnet: Envestnet operates a leading TAMP and wealthtech platform serving financial advisors with portfolio management, trading, and analytics. It is the most direct head-to-head competitor to Orion Portfolio Solutions in the TAMP market.
- SEI Wealth Platform: SEI provides a TAMP and wealth management platform used by advisors and institutional clients. Overlaps with Orion's TAMP and OCIO offerings with similar engagement models.
- AssetMark: AssetMark is one of the largest TAMPs serving RIAs with turnkey investment management, practice solutions, and consulting. Directly comparable to Orion in scale, customer base, and product breadth.
- Addepar: Addepar provides a portfolio management and analytics platform for RIAs, family offices, and advisors. It is a direct competitor to Orion Advisor Technology and increasingly the Orion TAMP offering.
Broad incumbents
- Schwab Advisor Services: Schwab Advisor Services offers custody, technology, and wealth management services to RIAs. As both a key custody channel partner and competitor in TAMP-adjacent services, Schwab is a major incumbent in Orion's market.
- BlackRock iManaged Solutions: BlackRock offers outsourced model portfolios, OCIO, and advisor tools (including iManaged) that overlap with Orion's TAMP, OCIO, and Custom Indexing services. A broad incumbent with deeper institutional reach.
- Fidelity Wealth Services: Fidelity provides custody, wealth management, and advisor technology to RIAs and broker-dealers. It is both a custodian distribution partner and a broad incumbent competitor in the TAMP/wealthtech space.
Emerging players
- Brighthouse Financial / iCapital (alternative platform): iCapital is an emerging platform bringing alternative investments to advisors and high-net-worth clients, partially overlapping with Orion's Custom Indexing, Strategists marketplace, and OCIO offerings.
- MoneyGuide (Envestnet) / Nitrogen: Nitrogen (formerly Riskalyze) provides risk assessment and financial planning tools for advisors that overlap with Orion's Risk Intelligence and Planning modules. An emerging competitor in advisor-facing analytics.
- CAIS Group: CAIS offers an alternative investment and structured solutions platform for advisors. Adjacent to Orion's Investment Portal and Tailored Allocation Portfolios offerings, addressing similar advisor needs for diversified model access.
Market position
Strengths5 records
Weaknesses4 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
Orion Portfolio Solutions social profiles
Digital presenceOrion Portfolio Solutions financial estimates
Financial estimateRevenue estimate
Valuation estimate
Orion Portfolio Solutions leadership team
Management profileNumber of profiles
Profiles2 records
Orion Portfolio Solutions subsidiaries and ownership
Company hierarchySubsidiaries1 record
Orion Portfolio Solutions funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Orion Portfolio Solutions M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Orion Portfolio Solutions
What does Orion Portfolio Solutions do?
Orion Portfolio Solutions operates as a B2B wealth management platform offering a Turnkey Asset Management Platform (TAMP), Outsourced Chief Investment Officer (OCIO) services through affiliate TownSquare Capital, Custom Indexing, and proprietary investment management via Brinker Capital Investments (Destinations Funds). The company delivers its services across three engagement tiers — Advisor-Managed open architecture, Guided Partnership, and Fully Outsourced turnkey — supported by an integrated Advisor Technology suite (Orion Advisor Portal, Denali Data Layer, Denali AI, Redtail CRM) serving financial advisors, RIAs, broker-dealers, banks, and family offices.
Is Orion Portfolio Solutions a public or private company?
Orion Portfolio Solutions is a private company. It is classified as corporate owned and is currently operating.
When was Orion Portfolio Solutions founded?
Orion Portfolio Solutions was founded in 2001. It employs 251 to 500 people.
Where is Orion Portfolio Solutions based?
Orion Portfolio Solutions is headquartered in Hebron, United States, in the North America region.
How does Orion Portfolio Solutions make money?
Three revenue lines are on record. TAMP Platform Fees are the primary driver. The others are OCIO Services and proprietary Investment Management.
Who are Orion Portfolio Solutions's main competitors?
Direct peers on record are Envestnet, SEI Wealth Platform, AssetMark and Addepar. Broad incumbents are Schwab Advisor Services, BlackRock iManaged Solutions and Fidelity Wealth Services. Emerging players are Brighthouse Financial / iCapital (alternative platform), MoneyGuide (Envestnet) / Nitrogen and CAIS Group.
Does Orion Portfolio Solutions have an API?
No public API is recorded for Orion Portfolio Solutions.
What industry is Orion Portfolio Solutions in?
Orion Portfolio Solutions's product category is Wealth Management Platform. Its primary akta.pro industry code is FSAEAAAC, Portfolio Construction & Asset Allocation Advisory, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.