Wealthtech Orion Advisor Solutions will provide clients with alternative investment opportunities through its partnership with CAIS Solutions.
“We are pleased to integrate with CAIS to offer alternative investment strategies from a leading asset manager,” Natalie Wolfsen, CEO of Orion, said in a statement. “Given CAIS’s industry-leading technology, broad fund selection, and robust online education, platform, deep technology integration and independent due diligence relationship with Mercer, CAIS aligns with Orion’s commitment to supporting the independent advisor community.”
Orion’s wealth advisory and OCIO clients will have access to private equity, private debt, private real estate and hedge fund opportunities. Additionally, there are plans to increase access to Orion Portfolio Solutions and Orion Advisor Technology clients in the near future.
“As advisor demand for alternative investments continues to grow, we remain focused on delivering best-in-class technology solutions that enable a seamless alternative investment experience for the independent wealth ecosystem,” CAIS Chief Operating Officer Brendan Cuddihy said in a statement. “Partnering with Orion ensures advisors using its platform have access to the necessary tools to capture the potential benefits of alternatives and meet client needs.”
Last fall, CAIS added new capabilities to its CAIS Solutions platform to enable advisors to manage alternative investments in one place, including investments sourced through the CAIS marketplace, as well as investments purchased directly from managers or on other alternative platforms .
After a growth period marked by acquisitions, Orion has focused on consolidation over the past two years. This period also includes the replacement of former AssetMark CEO Wolfsen (Wolfsen), who succeeded Eric Clarke.
