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:
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Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-01-27 | SCF Securities | SCF Securities acquired by Atria Wealth Solutions | N/A |
| 2019-11-21 | Western Intl Securities | Western Intl Securities 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: 5.15 M Semrush visits lastest month: 1.57 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
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