Orion Portfolio Solutions is a turnkey asset management platform that seamlessly integrates technology that is equal parts intuitive and powerful, with flexible investment options and hands-on product support.
Location: United States, New York
Employees: 51-200
Founded date: 2001
Investors 1
| Date | Name | Website |
| - | Seaport Ca... | seaportcap... |
Mentions in press and media 5
| Date | Title | Description |
| 11.04.2018 | NorthStar Financial Agrees to Acquire FTJ FundChoice | The combined firms will support nearly $690 billion in platform assets and over 2.5 million investor accounts. NorthStar Financial Services Group, LLC—the parent company of Orion Advisor Services, LLC, CLS Investments, LLC, and other leadi... |
| 27.02.2017 | Seaport Capital Portfolio Company FTJ FundChoice Completes Second Recapitalization with Madison Capital Funding | HEBRON, KY – February 27, 2017 – FTJ FundChoice, a Seaport Capital portfolio company, announced today that it has completed a successful recapitalization with Madison Capital Funding (“Madison Capital”). The recapitalization is the second d... |
| 25.02.2015 | Seaport Capital Portfolio Company FTJ FundChoice Completes Successful Recapitalization | NEW YORK, NY. – February 25, 2015 – Seaport Capital Partners ("Seaport") announced today that FTJ FundChoice, LLC (the "Company"), a Seaport portfolio company, has completed a successful recapitalization. Madison Capital... |
| 24.07.2012 | FTJ FundChoice Announces It Has Been Acquired by Seaport Capital | FTJ FundChoice, LLC, a provider of technology and services to investment advisors, announced today that it has been acquired by Seaport Capital, a middle-market private equity firm. The existing management team and the selling shareholder a... |
| 20.07.2012 | FTJ FundChoice Acquired by Seaport Capital | FTJ FundChoice, a Hebron, KY-based provider of technology and services to investment advisors, has been acquired by middle market buyout firm Seaport Capital for an undisclosed amount. Following the investment, the company will continue to ... |