Articles tagged "Orion Advisor Solutions"
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Orion enters booming OCIO market with $6-billion AUM startup purchase, based on very firsthand knowledge
The Omaha, Neb., software and investments firm is buying Utah-based TownSquare to move upmarket to $2-trillion outsourced chief investment officer services
May 11, 2022 at 1:23 AM
Orion buys BasisCode to tame its own data tiger including HiddenLevers and the roiling IT trove of 2,200 RIAs with $1.7 trillion AUA
Orion CEO Eric Clarke purchase builds on a strategy of developing a data capability that helps his firm keep RIAs compliant and win enterprise deals head-to-head against Envestnet-Yodlee.
November 13, 2021 at 3:38 AM
The ironic outcome of Riskalyze's negative advertising attack on Orion's risk subsidiary is a boost in fortunes for both, though the flare-up may also have unhelpfully awoken a sleeping Morningstar
The Auburn, Calif., firm still holds an '85% market share,' says Aaron Klein, and he also doesn't regret shining a spotlight on what he disparages as 'unfruitful guesswork'.
