Atria Wealth Solutions Employee Directory

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.

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Atria Wealth Solutions Global Highlights

North America
272

United States Of America
271
Nicaragua
1

Asia
2

India
2

Europe
2

France
1
Ukraine
1

Atria Wealth Solutions's Leadership

D. J. K.
Chief Executive Officer And Founding Partner, Atria Wealth Solutions
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L. J.
Chief Information Security Officer, Executive Director
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E. E.
Chief Operating Officer And Founding Partner, Atria Wealth Solutions
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J. R.
Chief Technology Officer
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B. H.
Chief Marketing Officer
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K. B.
Chief Growth Officer And Founding Partner, Atria Wealth Solutions
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J. L.
Vice President | Operations Support Services
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K. O.
Vice President Manager, Licensing & Registration
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Atria Wealth Solutions Employee Metrics

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50%

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2024

2023

Finance
Analytics
Operations
Engineering
Accounting
Other

Contact profiles from Atria Wealth Solutions

Name

Title

Contact Info

Location

Last Update

E. E.
Chief Operating Officer And Founding Partner, Atria Wealth Solutions
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Mobile Phone
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Email
United StatesNew York
Mar 15, 2024
J. R.
Chief Technology Officer
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Email
Oct 08, 2024
L. J.
Chief Information Security Officer, Executive Director
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United StatesNebraska
Oct 02, 2024
B. H.
Chief Marketing Officer
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Email
Apr 23, 2024
L. W.
Executive Director, Advisory Chief Compliance Officer
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United StatesNebraska
Jul 07, 2024
A. M.
People And Experience Partner
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United StatesGeorgia
Jul 09, 2024
D. J. K.
Chief Executive Officer And Founding Partner, Atria Wealth Solutions
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Email
Aug 13, 2024
J. A.
Executive Director, Chief Compliance Officer - Grove Point Financial And Next Financial Group
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United StatesPennsylvania
Oct 07, 2024
K. B.
Chief Growth Officer And Founding Partner, Atria Wealth Solutions
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Email
Aug 13, 2024
J. N.
Avp - Technical Lead
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Email
Jul 02, 2024

Frequently Asked Questions

What is Atria Wealth Solutions known for?

Atria Wealth Solutions was founded in 2017 operates in the Financial Services industry. The company's main headquarters is located in 295 Madison Avenue Suite 1407 New York , New York 10017 US; you can contact the main corporate office by phone at

+1-646-568-****

. Explore Atria Wealth Solutions's company overview page for more information.

What is Atria Wealth Solutions's most common email format?

Atria Wealth Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Atria Wealth Solutions email formats with LeadIQ.

How many employees does Atria Wealth Solutions have currently?

Atria Wealth Solutions has approximately 213 employees as of September 2024. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are Atria Wealth Solutions's key employees and leadership?

As of September 2024, Atria Wealth Solutions's key employees 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.
Chief Technology Officer: J. R.
Chief Marketing Officer: B. H.

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