ATRIA WEALTH SOLUTIONS
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners and designed specifically for today’s advisors and their clients.
ATRIA WEALTH SOLUTIONS
Industry:
Financial Services Information Technology
Founded:
2017-01-01
Address:
New York, New York, United States
Country:
United States
Website Url:
http://www.atriawealth.com
Total Employee:
1+
Status:
Active
Contact:
619-739-4265
Email Addresses:
[email protected]
Technology used in webpage:
IPv6 Person Schema U.S. Server Location CloudFront HubSpot CMS Hub Hubspot Hosted
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2024-01-16 | Paragon Financial Group | Paragon Financial Group acquired by Atria Wealth Solutions | N/A |
| 2023-04-18 | Grove Point Financial | Grove Point Financial acquired by Atria Wealth Solutions | N/A |
| 2021-01-27 | SCF Securities | SCF Securities acquired by Atria Wealth Solutions | N/A |
| 2019-11-21 | WIS | WIS acquired by Atria Wealth Solutions | N/A |
| 2019-06-03 | NEXT Financial Group | NEXT Financial Group acquired by Atria Wealth Solutions | N/A |
| 2018-04-19 | Cadaret, Grant & Co. | Cadaret, Grant & Co. acquired by Atria Wealth Solutions | N/A |
| 2017-08-02 | CUSO Financial Services | CUSO Financial Services acquired by Atria Wealth Solutions | N/A |
Official Site Inspections
http://www.atriawealth.com Semrush global rank: 2.73 M Semrush visits lastest month: 6.4 K
- Host name: server-18-160-10-21.iad12.r.cloudfront.net
- IP address: 18.160.10.21
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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