Company profile: Orion Portfolio Solutions
1.1 - Company Overview
Company description
- Provider of investment, reporting, and service solutions, delivering efficient and scalable back office support for advisors so they can focus on raising assets and servicing clients, through innovative offerings and a high-touch mutual fund platform with accountability and respect for advisors and their clients.
Products and services
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Key contacts
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Financial details
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1.2 - Competitors and similar companies to Orion Portfolio Solutions
PrimaryBid
HQ: United Kingdom
Website
- Description: Provider of the PrimaryBid Platform, giving retail investors fair, equal access to public company share and bond offers, settling to existing accounts, with solutions for partners: PrimaryBid Connect (web portal and API for platforms and brokerages), PrimaryBid Fuse (co-branded investor interface), and Connect API for automated in-platform subscriptions.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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View full PrimaryBid company profile →
Substantive Research
HQ: United Kingdom
Website
- Description: Provider of transparency and analytics in investment research and market data, offering investment research and market data price benchmarks for procurement professionals, a curated Research Discovery service delivering weekly content from 300+ brokers and independent providers, and a searchable ESG Data Provider Directory covering 160+ providers.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Substantive Research company profile →
Investor Analytics
HQ: United States
Website
- Description: Provider of portfolio and risk management services for the investment management industry, offering a SaaS-hosted risk management suite that delivers risk analyses across portfolio aggregation levels and supports risk aggregation.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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FundSeeder
HQ: United States
Website
- Description: Provider of a trading data analytics platform that connects traders with investors, tracks equity and trade data, and offers charts and analytics to analyze and improve trading performance. Services include performance analytics, risk management for traders, emerging manager support, and trading education, helping traders track accounts and get discovered.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full FundSeeder company profile →
Cadre
HQ: United States
Website
- Description: Provider of an online marketplace connecting real estate investors and operators, enabling investments and transactions, offering a sophisticated technology product for managing processes and predictive analytics for investors, with a secondary marketplace that allows investors to sell their interests to introduce liquidity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Cadre company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Orion Portfolio Solutions
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Buyer group 2: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Orion Portfolio Solutions
2.2 - Growth funds investing in similar companies to Orion Portfolio Solutions
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4 - Top valuation comps for Orion Portfolio Solutions
4.2 - Public trading comparable groups for Orion Portfolio Solutions
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