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Cover Image Natalie Wolfsen
Natalie WolfsenORION ADVISOR SOLUTIONS LLC

Natalie Wolfsen

CEO at ORION ADVISOR SOLUTIONS LLC

Manager

Deal Bio

Total Deals3
Valued Deals1
Total Value£ 104 M
Avg. Deal Size£ 104 M

Market Context

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01 Mar 2021|United States|Software
VOYANT
Assetmark Financial Holdings

Target: VOYANT

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

5 Service Providers

3 Target | 2 Bidder

17 Dealmakers

3 Target | 14 Bidder

£ 104 M

Value

13 Jun 2022|United States|Digital Services
Adhesion Wealth
Assetmark Financial Holdings

Target: ADHESION WEALTH

Bidder: ASSETMARK FINANCIAL HOLDINGS INC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

14 Dealmakers

3 Target | 10 Bidder | 1 Vendor

n/a

Value

19 Dec 2024|United States|Software
Summit Wealth Systems
Orion Advisor Solutions

Target: SUMMIT WEALTH SYSTEMS

Bidder: ORION ADVISOR SOLUTIONS LLC

4 Service Providers

1 Target | 3 Bidder

9 Dealmakers

1 Target | 8 Bidder

n/a

Value

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