What departments does Atria Wealth Solutions have?

Atria Wealth Solutions has employees across 7 departments including Engineering, Information Technology, Analytics, Human Resources, Operations.

What is the largest department at Atria Wealth Solutions?

The largest department at Atria Wealth Solutions is Analytics with 4 employees.

Where are Atria Wealth Solutions employees located globally?

Atria Wealth Solutions has employees across 3 continents and 3 countries including South Africa, United States Of America, French Polynesia.

How has Atria Wealth Solutions's team size changed over time?

Atria Wealth Solutions's team has decreased from approximately 227 to 83 employees based on available data.

Learn more at LeadIQ.com

Atria Wealth Solutions Employee Directory

Financial ServicesNew York, United States51-200 Employees

Atria Wealth Solutions was a financial services company headquartered in New York City. It managed a network of affiliated firms that provided broker-dealer and advisory services through subsidiaries such as CUSO Financial Services, Sorrento Pacific Financial, Cadaret Grant, NEXT Financial, Western International Securities, SCF Securities, and Grove Point Financial, serving independent financial professionals and their clients.

After its 2024 acquisition, the Atria brand and all of its affiliated subsidiaries were fully absorbed into LPL Financial, with the Atria names retired as of August 1, 2025. The operation now exists as part of LPL's platform rather than as a separate, standalone entity.

Atria Wealth Solutions Global Highlights

North America
127

United States Of America
127

Africa
1

South Africa
1

Atria Wealth Solutions's Leadership

A. A.
Vice President Human Resources
Mobile Phone
Email
S. J.
Executive Director, Head Of Application Development
Mobile Phone
Email
A. S.
Executive Director, Head Of It Infrastructure
Mobile Phone
Email
J. P.
Avp, Platform Experience Analyst
Mobile Phone
Email
A. L.
Executive Director Operations
Mobile Phone
Email
C. V.
Senior Anti-Money Laundering Analyst
Mobile Phone
Email
T. Z.
Devops Engineer
Mobile Phone
Email
M. R.
Operations Analyst
Mobile Phone
Email

Atria Wealth Solutions Employee Metrics

100%

50%

2026

2025

Finance
Analytics
Operations
Engineering
Accounting
Other
Marketing
Administrative
Banking
Entrepreneurship
Human Resources
Support

Contact profiles from Atria Wealth Solutions

Name

Title

Contact Info

Location

Last Update

D. L.
Talent Acquisition Specialist
Mobile Phone
Email
Jun 13, 2023
G. K.
Business Planner
Mobile Phone
Email
Jun 08, 2026

Frequently Asked Questions

What is Atria Wealth Solutions known for?

Atria Wealth Solutions was founded in 2017 operates in the Financial Services industry; 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 74 employees as of July 2026. These team members are located across 2 continents, including North AmericaAfrica.

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

As of July 2026, Atria Wealth Solutions's key employees include:

Vice President Human Resources: A. A.
Executive Director, Head Of Application Development: S. J.
Executive Director, Head Of It Infrastructure: A. S.
Avp, Platform Experience Analyst: J. P.
Executive Director Operations: A. L.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Atria Wealth Solutions Employee Directory

Find Atria Wealth Solutions employees' phone numbers or email addresses

Name search is limited — try advanced search instead