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Recent Acquisitions Atria Wealth Solutions, Inc. has been acquired by LPL Financial LLC, presenting an opportunity for collaboration and cross-selling with LPL's network and resources.

Strategic Investments Atria Wealth Solutions has strategically invested in various assets including Goldman Sachs, demonstrating financial prowess and potential for expanded partnerships.

Financial Growth With revenues ranging between $50-100 million, Atria Wealth Solutions showcases steady financial health and a promising market presence for potential sales engagements.

Industry Expansion Atria Wealth Solutions' acquisitions in diverse sectors like Fortune Brands Innovations and Bread Financial indicate a broad market reach, opening doors for industry-specific sales initiatives.

Competitive Analysis Positioned alongside key competitors like Ladenburg Thalmann and Commonwealth Financial Network, Atria Wealth Solutions stands out with unique offerings, paving the way for targeted sales strategies aimed at differentiation.

Similar companies to Atria Wealth Solutions

Atria Wealth Solutions Tech Stack

Atria Wealth Solutions uses 8 technology products and services including Facebook Pixel, Jenkins, Usercentrics, and more. Explore Atria Wealth Solutions's tech stack below.

  • Facebook Pixel
    Analytics
  • Jenkins
    Continuous Integration
  • Usercentrics
    Cookie Compliance
  • MySQL
    Database
  • Informatica
    Enterprise
  • Webpack
    Miscellaneous
  • SVG Support
    Web Platform Extensions
  • Linkedin
    Widgets

Media & News

Atria Wealth Solutions's Email Address Formats

Atria Wealth Solutions uses at least 2 format(s):
Atria Wealth Solutions Email FormatsExamplePercentage
First.Last@atriawealth.comJohn.Doe@atriawealth.com
50%
First.Last@atriawealth.comJohn.Doe@atriawealth.com
50%
F-Last@atrianyc.comJ-Doe@atrianyc.com
50%
First.Last@atrianyc.comJohn.Doe@atrianyc.com
50%

Frequently Asked Questions

Where is Atria Wealth Solutions's headquarters located?

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Atria Wealth Solutions's main headquarters is located at 295 Madison Avenue Suite 1407 New York , New York 10017 US. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Atria Wealth Solutions's phone number?

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You can contact Atria Wealth Solutions's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Atria Wealth Solutions's stock symbol?

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Atria Wealth Solutions is a publicly traded company; the company's stock symbol is N/A.

What is Atria Wealth Solutions's official website and social media links?

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Atria Wealth Solutions's official website is atriawealth.com and has social profiles on LinkedIn.

How much revenue does Atria Wealth Solutions generate?

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As of September 2024, Atria Wealth Solutions's annual revenue reached $75M.

What is Atria Wealth Solutions's NAICS code?

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Atria Wealth Solutions's NAICS code is 52 - Finance and Insurance.

How many employees does Atria Wealth Solutions have currently?

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As of September 2024, Atria Wealth Solutions has approximately 213 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Executive Officer And Founding Partner, Atria Wealth Solutions: D. J. K.Chief Information Security Officer, Executive Director: L. J.Chief Operating Officer And Founding Partner, Atria Wealth Solutions: E. E.. Explore Atria Wealth Solutions's employee directory with LeadIQ.

What industry does Atria Wealth Solutions belong to?

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Atria Wealth Solutions operates in the Financial Services industry.

What technology does Atria Wealth Solutions use?

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Atria Wealth Solutions's tech stack includes Facebook PixelJenkinsUsercentricsMySQLInformaticaWebpackSVG SupportLinkedin.

What is Atria Wealth Solutions's email format?

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Atria Wealth Solutions's email format typically follows the pattern of . Find more Atria Wealth Solutions email formats with LeadIQ.

When was Atria Wealth Solutions founded?

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Atria Wealth Solutions was founded in 2017.
Atria Wealth Solutions

Atria Wealth Solutions

Financial ServicesNew York, United States201-500 Employees

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Section iconCompany Overview

Headquarters
295 Madison Avenue Suite 1407 New York , New York 10017 US
Phone number
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Founded
2017
Employees
201-500

Section iconFunding & Financials

  • $50M$100M

    Atria Wealth Solutions's revenue is in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Atria Wealth Solutions's revenue is in the range of $50M$100M

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