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: ds13314.dreamservers.com
- IP address: 66.33.207.14
- Location: Brea United States
- Latitude: 33.9339
- Longitude: -117.8854
- Metro Code: 803
- Timezone: America/Los_Angeles
- Postal: 92821
More informations about "Atria Wealth Solutions"
Leadership - Wealth Management Experience - Atria Wealth …
The vision and influence to advance an industry. Doug has over 30 years of experience in the wealth management industry. Before launching Atria in 2017, he spent most of his career at …See details»
LPL Financial Closes Acquisition of Atria Wealth Solutions
Oct 1, 2024 Atria’s subsidiaries together support approximately 2,400 financial professionals with nearly $100 billion of assets under administration. Each broker-dealer is a member …See details»
Atria Wealth Solutions - Crunchbase Company Profile & Funding
Contact Email [email protected] Phone Number 619-739-4265 Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three …See details»
LPL Financial Closes Its Acquisition of Atria Wealth Solutions
Oct 1, 2024 LPL expects to meet or exceed its retention target of 80%. Led by Ketterer and the current Atria leadership team, Atria will operate as a fully owned portfolio company through the …See details»
LPL Financial to Acquire Atria Wealth Solutions - Yahoo Finance
Feb 13, 2024 Atria Wealth Solutions supports approximately 2,400 advisors and 150 banks and credit unions, managing approximately $100 billion of brokerage and advisory assetsSAN …See details»
Background - Where People Come First | Atria Wealth Solutions
Helping you grow starts with knowing you. The depth of relationship you want with your clients and members is what you can expect from us. At our more personal scale, we get to know the …See details»
Atria Wealth Solutions - Overview, News & Similar companies
Feb 13, 2024 Atria Wealth Solutions contact info: Phone number: (646) 887-9020 Website: www.atriawealth.com What does Atria Wealth Solutions do? Founded in 2017, Atria Wealth …See details»
Atria Wealth Solutions Management Team | Org Chart
Atriawealth.com; 5+ 301767XXXX; 858720XXXX; 866350XXXX; 619239XXXX; 619702XXXX; 619239XXXX; Eugene Elias Chief Operating Officer and Founding Partner, Atria Wealth …See details»
Atria Wealth Solutions Tops Cerulli Associates’ List of Fastest …
Dec 21, 2020 The Atria organization was named the fastest-growing broker-dealer network by number of financial professionals and second-fastest-growing by assets in Cerulli Associates’ …See details»
Atria Wealth Solutions - PitchBook
Mar 31, 2023 www.atriawealth.com. Ownership Status. Acquired/Merged (Operating Subsidiary) Financing Status. Formerly PE-Backed. Corporate Office. 295 Madison Avenue; Suite 1407; …See details»
ATRIA WEALTH SOLUTIONS, INC. - Dun & Bradstreet
Find company research, competitor information, contact details & financial data for ATRIA WEALTH SOLUTIONS, INC. of New York, NY. Get the latest business insights from Dun & …See details»
LPL Financial to Acquire Atria Wealth Solutions
Feb 13, 2024 Atria’s subsidiaries together support close to 2,400 financial professionals with nearly $100 billion of assets under administration. Each broker/dealer is a member …See details»
Atria Wealth Solutions Commences Next Stage of Growth Strategy …
Nov 29, 2022 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a wealth management solutions holding company, today announced William P. Morrissey, Jr. as Head of the...See details»
Unio® Advisor Platform - Atria Wealth Solutions
"The convenience of finding my notes, tasks and events has increased my efficiency two-fold. For the first time, I feel that I am associated with an organization that is leading our industry." …See details»
Atria Wealth Solutions Completes Acquisition of NEXT Financial …
Jun 3, 2019 Atria now serves nearly 2,000 advisors with $65 billion in AUA across its four broker-dealer subsidiaries New York, NY and Houston, TX – June 3, 2019 – Atria Wealth …See details»
Atria Wealth Solutions Acquires Independent Wealth Management …
Jan 8, 2019 For more information, please visit www.atriawealth.com. ... All feedback is submitted by current financial professionals within the Atria Wealth Solutions organization and speak …See details»
Atria Wealth Solutions - Facebook
Atria Wealth Solutions. 85 likes. Atria Wealth Solutions is a modern wealth management solutions holding company built from the ground up to enrich the relationships of financial advisors and …See details»
Atria Wealth Solutions Welcomes $420 Million Paragon Financial …
Jan 16, 2024 Atria’s subsidiaries together support close to 2,700 financial professionals with nearly $120 billion of assets under administration. Each broker/dealer is a member …See details»