Enterprise Integration Target Brinker Capital as part of Orion Advisor Solutions to propose integrated technology and data solutions that streamline multi-asset class portfolio construction, due diligence workflows, and client communication across the combined platform.

Wealth Tech Enablement Leverage Brinker Capital’s focus on sophisticated asset allocation and manager research to offer advanced analytics, AI-driven portfolio optimization, and digital client reporting tools that enhance advisor productivity.

Digital Marketing Expansion Brinker uses a diverse tech stack including LinkedIn Ads, Twitter Ads, Marketo, Pardot, 6sense and Salesloft – present an opportunity to upsell integrated ABM, marketing automation, and CRM engagement services to accelerate advisor acquisition and client onboarding.

Growth Through Expansion With revenues in the hundred-million range and growth driven by expanding products like Destinations funds, explore partnerships around product distribution, fund operations efficiency, and scalable client communication channels to support continued expansion.

Strategic Sales Targeting Identify Brinker Capital’s key decision-makers and leverage Orion’s leadership shifts to time outreach around organizational changes, offering training, consulting or technology upgrades that align with their risk-controlled, multi-asset investment philosophy.