Brinker Capital
Brinker Capital's Overview
Brinker Capital, founded in 1987, was a prominent investment management company renowned for providing innovative investment solutions, practice management services, and technology tools to financial advisors and their clients. In a significant industry move in 2020, Brinker Capital merged with Orion Advisor Solutions, a leading provider of financial advisor technology and TAMP (Turnkey Asset Management Platform) services. This strategic combination was aimed at integrating Brinker Capital's deep asset management expertise and Outsourced Chief Investment Officer (OCIO) services with Orion's comprehensive technology platform. The goal was to offer financial advisors an enhanced, end-to-end suite of tools and services for wealth management, financial planning, and client engagement. The legacy of Brinker Capital, particularly its focus on multi-asset class solutions and advisor partnership, continues to influence and be a part of Orion's expanded offerings, contributing to a more robust platform for the modern advisor.
Where is Brinker Capital's Headquarters?
HQ Function
Historically served as the central hub for Brinker Capital's investment strategy development, portfolio management, advisor support services, and overall corporate operations.
Notable Features:
The Berwyn office was a modern office environment, designed to foster collaboration among its investment professionals and provide a professional setting for interactions with financial advisors.
Work Culture:
Brinker Capital was recognized for its client-centric and advisor-focused culture, emphasizing partnership, investment expertise, integrity, and a commitment to service excellence in the financial advisory community.
HQ Significance:
The Berwyn headquarters was the heart of Brinker Capital's operations for many years, where its distinct investment philosophies were cultivated and executed. It played a crucial role in establishing Brinker Capital's reputation and serving its network of financial advisors before the integration with Orion.
Values Reflected in HQ: The headquarters embodied Brinker Capital's core values of professionalism, a disciplined investment approach, and a deep commitment to supporting the success of financial advisors and their clients.
Location:
Orion Advisor Solutions, which includes the integrated capabilities and personnel of the former Brinker Capital, primarily operates with offices located within the United States. However, its advanced wealth management technology platform and comprehensive investment solutions are utilized by financial advisors who may serve a diverse client base with international interests and holdings. The platform is designed to support a wide range of investment needs, thereby extending the reach of its services globally through its network of U.S.-based advisors catering to domestic and international clients.
Street Address:
1055 Westlakes Drive, Suite 250
City:
Berwyn
State/Province:
Pennsylvania
Country:
USA
Brinker Capital's Global Presence
Omaha, Nebraska/USA
Address: 17605 Wright Street, Omaha, NE 68130
Acts as the nerve center for Orion's nationwide operations, driving innovation in wealthtech and supporting a vast network of financial advisors across the U.S., leveraging the combined strengths of Orion and legacy Brinker Capital.
Berwyn, Pennsylvania/USA
Address: 1055 Westlakes Drive, Suite 250, Berwyn, PA 19312
Functions as an East Coast hub with a strong focus on investment management expertise, directly leveraging the legacy, talent, and market presence established by Brinker Capital within the broader Orion framework.
Buying Intent Signals for Brinker Capital
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Executive Team of Brinker Capital
As of April 2025, Brinker Capital' leadership includes:
Investors of Brinker Capital
Brinker Capital has been backed by several prominent investors over the years, including:
Executive New Hires/Exits in the Last 12 Months
Orion Advisor Solutions strategically evolves its leadership team to foster innovation and drive growth in the competitive wealthtech and investment management sectors. These developments build upon the combined strengths of Orion and legacy firms like Brinker Capital, with recent executive movements reflecting a continued focus on strategic expansion, technological advancement, and enhancing the overall advisor and client experience.
New Appointments:
Technology (Tech Stack) used by Brinker Capital
Discover the tools Brinker Capital uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
Brinker Capital Email Formats and Examples
Email addresses for personnel at Orion Advisor Solutions, which now encompasses the operations and team of the former Brinker Capital, most commonly follow the `first.last@orionadvisortech.com` pattern. For specific contact information, it is always best to seek direct verification if possible.
first.last@orionadvisortech.com
Format
jane.doe@orionadvisortech.com
Example
90%
Success rate
News and media
Orion Advisor Solutions Official Blog • September 29, 2020
Brinker Capital News: Orion Completes Merger with Brinker Capital, Forging Path to Deliver Next-Generation Fintech and Investment Solutions
Orion Advisor Solutions officially announced the successful completion of its strategic merger with Brinker Capital. This landmark combination brought together Orion's leading financial advisor technology with Brinker Capital's distinguished investment management solutions and Outsourced Chief Investment Officer (OCIO) services, creating a powerhouse in the wealth management industry....more
Business Wire • May 7, 2024
Brinker Capital Legacy Reflected in Orion's Continued Focus: Orion Announces Winners of 2024 Wealthtech Awards, Highlighting Advisor Innovation
Orion Advisor Solutions celebrated innovative financial advisors and firms at its 2024 Wealthtech Awards. This event underscores Orion's ongoing commitment to empowering advisors with advanced technology and robust solutions, a mission deeply aligned with the advisor-centric legacy and partnership approach historically championed by Brinker Capital....more
PR Newswire • February 13, 2024
Brinker Capital Ethos in Modern Solutions: Orion Launches Behavioral Finance Program, BeFi, to Enhance Advisor-Client Interactions
Orion introduced 'BeFi,' a new behavioral finance program designed to equip financial advisors with tools to better understand and guide their clients' investment decisions. This initiative reflects the continued evolution of advisor support, integrating psychological insights with financial planning, building upon the holistic advisory and value-added service approach previously championed by firms like Brinker Capital within the Orion ecosystem....more
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