Orion Advisor Solutions
WealthTech platform founded 1999, headquartered in Omaha, Nebraska. Serves advisors and institutions with CRM, portfolio accounting, trading, compliance, and AI. Genstar Capital co-invested alongside existing investors.
Why interesting to a deal team
Lori Hardwick represents Genstar's board seat. Critical infrastructure powering advisor platforms; recent co-investment signals scale opportunity; switching costs and integration depth favor incumbent platform in competitive landscape.
Experts connected to this company
- Lori HardwickBoard member, representing Genstar Capital's ownership stake
- Eric ClarkeFounder and CEO for 25 years, now board member
Lori Hardwick
Board Member and Strategic Advisor
Orion Advisor Solutions, Cetera Financial Group, Cerity Partners, Docupace, Vestwell; Strategic Advisor to Genstar Capital
She sits on the boards of Orion, Cetera, Cerity, Docupace, and Vestwell while advising Genstar Capital, giving her a rare cross-cutting view of RIA-aggregation deal flow and platform economics.
Eric Clarke
Founder and Strategic Advisor
Orion Advisor Solutions (Founder); Board Member at Elevation Point
Founder of Orion Advisor Solutions and now a McKinsey advisor and multi-board RIA-tech operator, Clarke has first-hand insight into where wealthtech consolidation and capital are heading next.
Sources
- Page titlePrimaryorion.com
- Name + firmPrimaryorion.com/about-us