Our Brands

Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.

OAT

Orion Advisor Tech

Orion Advisor Technology is an industry leader in helping advisors and any enterprise that supports them realize their unique vision for success. Our innovative technology includes client experience tools, tax-intelligent rebalancing, efficient billing, trading, and reporting, BeFi-driven, fully-integrated financial planning, and automated compliance monitoring — all aimed at empowering advisors to improve their firm’s productivity, strengthen client relationships, and disrupt traditional ways of thinking. Together, Orion and Redtail are transforming the way advisors grow their business through a cohesive, tech-driven experience designed to connect every stage of the advisor-client journey.

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Redtail

Redtail

Founded in 2003 and acquired by Orion in 2022, Redtail is the leading provider of web-based Client Relationship Management (CRM), compliant text messaging solutions (Redtail Speak), paperless office, and email archiving solutions in the financial services industry, and specifically for advisors. For 20 years, Redtail’s long history of innovation has been built on advisor input, solidifying our spot as the industry’s favorite CRM.

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OPS

Orion Portfolio Solutions

Orion Portfolio Solutions is an open architecture turnkey asset management program that exists to help financial advisors build strong and profitable businesses. To do that, we seamlessly integrate technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support in one cohesive platform.

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Brinker

Brinker Capital Investments

Brinker Capital Investments, an Orion company, is an investment management firm empowering financial advisors to help their clients achieve better outcomes. From wealth accumulation to risk-based and income-oriented strategies, we offer a range of dynamic, multi-asset class solutions to help financial advisors meet the changing needs of investors. 

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OCIO

Orion OCIO

Orion OCIO provides financial advisors and institutions with bespoke, high-touch services and personalized wealth solutions backed by a proven investment approach. These white-label services include outsourced trading, technology and back-office support, investments and research, in addition to asset gathering and point of sale assistance.

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Constellation Trust Company

Constellation Trust Company

Our mission at Constellation Trust Company is to provide best in-class Custody and Administration Services to registered investment advisors, financial institutions, and their clients through efficient back-office servicing of mutual funds, variable annuities, and brokerage accounts.

Wealth management services provided by Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor; Orion Outsourced Chief Investment Officer (OCIO) services provided by TownSquare Capital, LLC ("TSC"), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments is a registered investment advisor.

Orion Behavioral Finance ("Orion BeFi") is the branding name of various tools and services related to behavioral finance offered by Orion Advisor Solutions, Inc. and its subsidiaries. Orion BeFi tools are crafted to help investors and their financial advisors integrate behavioral psychology research into their investment decisions. Orion BeFi tools and services do not provide investment advice.