July 1, 2020
Orion merges with Brinker Capital to form $40 billion TAMP

Orion Advisor Solutions is merging with competing turnkey asset management platform Brinker Capital to create an investment management firm and technology provider with...

Orion merges with Brinker Capital to form $40 billion TAMP

The deal creates the fourth largest turnkey asset management platform, behind Envestnet, SEI and AssetMark

June 27, 2020 | Sean Allocca | Investment News

Orion Advisor Solutions is merging with competing turnkey asset management platform Brinker Capital to create an investment management firm and technology provider with approximately $40 billion in managed assets.

The merger opens potential opportunities for the combined company and gives it the necessary scale to contend in a highly competitive industry — just behind TAMP powerhouses like Envestnet, SEI and AssetMark in terms of assets.

Private-equity firm Genstar Capital will invest in the business, as will Orion’s existing backer, TA Associates, according to a release. Brinker’s founder, Charles Widger, other Brinker executives, including CEO Noreen Beaman, and Orion CEO Eric Clarke are also minority investors. 

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