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Orion + TownSquare: An Expanded Wealth Management Offering

We’re thrilled to announce that our acquisition of TownSquare Capital is complete. The union of Orion and TownSquare, announced in May, will provide our growth-focused independent advisor clients with additional customized investment solutions via a full-service RIA investment offering.

By adding TownSquare to Orion’s wealth management business, we are cementing our status as the premier provider of the tech-enabled fiduciary framework that boosts financial advisors’ capacity to Prospect, Plan, Invest, and Achieve within a single, connected digital experience. The acquisition of TownSquare furthers the ‘Invest’ pillar of the framework by connecting investment strategies and products directly to an investor’s unique financial goals, risk target, and plans. The combined wealth management platform capabilities are expected to come to market quickly.

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Learn how Orion and TownSquare will enhance our wealth management solutions to better serve our clients.

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Check out the resources below for more information on what this transaction means for you, your firm, and your clients

Orion + TownSquare In the News

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May 10, 2022 | Utah Business

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May 10, 2022 | ThinkAdvisor

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May 10, 2022 | CityWire

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