Founded in 2003 and headquartered in Omaha, Nebraska, NorthStar Financial Services Group, LLC grew into a significant B2B service provider for the financial services industry. It was a privately held holding company for several specialized businesses, most notably Orion Advisor Services (a tech platform for advisors), CLS Investments (an asset manager), and Gemini Fund Services (providing administration and accounting for pooled investment vehicles). In 2018, private equity firm TA Associates acquired a majority stake in the company. This led to a strategic consolidation and rebranding in 2020, where NorthStar and its subsidiaries were unified under a single brand: Orion Advisor Solutions, reflecting its core focus on providing a comprehensive, integrated technology and services platform for wealth managers and financial advisors.

Founded in

United States