Brinker Capital, Inc.

Brinker Capital, Inc. is a financial services firm specializing in wealth management technology and investment solutions that optimize financial advisory services for clients, enhancing the overall advisory experience. Founded in 1987 in Berwyn, US, Brinker Capital, Inc. focuses on providing tailored investment solutions and wealth management technology.

The firm has maintained a consistent business strategy aimed at enhancing the effectiveness of financial advisors without notable pivots or acquisitions to date. Orion Wealth Management offers a comprehensive suite of wealth management technology and investment solutions designed to enhance financial advisory services. Core offerings include the Advisor Portal, which facilitates personalized investment proposals and efficient financial planning driven by behavioral finance principles. Orion's product suite encompasses a diverse range of investment options, including proprietary investments from Brinker Capital Investments and selections from third-party asset managers.

Through robust due diligence and a multi-asset class approach, Orion seeks to create customized investment portfolios addressing the unique goals and risk profiles of clients serviced by financial advisors. The firm primarily serves financial advisors, broker-dealers, and institutional investors within the United States. Orion Wealth Management generates revenue through technology subscriptions, asset management fees, and partnerships with financial advisors and firms. The pricing structure is defined by comprehensive service agreements, which include fees for software access via the Advisor Portal and asset management services linked to tailored investment portfolios.

Clients engage with Orion through B2B relationships, allowing financial advisors to integrate the company’s technology and investment solutions into their practices, ultimately improving client engagement and operational efficiency.