This week, TA Associates made the decision to reinvest in Orion Advisor Solutions alongside new partner private-equity firm Genstar Capital. Backed by their powerful investment support, we were able to capitalize on the opportunity to merge with one of the industry’s most successful investment management firms, Brinker Capital Inc.
Together, Orion Portfolio Solutions and Brinker Capital are poised to transform the wealthtech industry as we know it. To commemorate this game-changing partnership, we thought we’d do things a little differently.
A Wealth Management Love Story: The Ballad of Brinker and Orion
As an industry leader, Orion stands strong: Unparalleled tech! Investment options a mile long! We built our business to empower and serve Giving our advisors the tools they deserve
As persistent innovators, we always want to get better Disrupt and deliver, be the market pace-setter So we push the boundaries of the traditional TAMP: From investments to planning and a proposal system revamp
But while our bold enhancements have set us apart One privately held firm has just stolen our heart Brinker Capital Inc, established 1987 Could the marriage of our firms be something like heaven?
There’s no need to ask, because we’ll tell you: yes! When one powerhouse joins another, the result is the best Two titans merged their incredible teams Creating the wealthtech firm of our dreams
We thought of our advisors and all the needs we’d fulfill Combined our assets at a cool $40 bil Our open architecture framework, their investment expertise— This was an opportunity we both had to seize
Their high-net-worth offering, our full suite of tech Third-party strategists vetted by a due diligence check They bring behavioral innovation and we’ve got UMAs Together, we know we’re sure to amaze
We couldn’t be happier with our new partnership And we hope you’ll join us for this extraordinary trip As we forge the future of the wealth industry It’s ours for the taking—just you wait and see
We’d like to thank you for reading this far And invite you to watch our on-demand webinar! If you’d like to learn more, please contact us We’d be happy to reach out to you and discuss.
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