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.

Find Atria Wealth Solutions employees' phone numbers or email addresses

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
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
L. J.
Chief Information Security Officer, Executive Director
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
E. E.
Chief Operating Officer And Founding Partner, Atria Wealth Solutions
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. R.
Chief Technology Officer
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
B. H.
Chief Marketing Officer
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. B.
Chief Growth Officer And Founding Partner, Atria Wealth Solutions
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
J. L.
Vice President | Operations Support Services
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
K. O.
Vice President Manager, Licensing & Registration
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email

Atria Wealth Solutions Employee Metrics

100%

50%

0%

2024

2023

Finance
Analytics
Operations
Engineering
Accounting
Other

Contact profiles from Atria Wealth Solutions

Name

Title

Contact Info

Location

Last Update

G. C.
Executive Director, Head Of Marketing Communications
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Sep 23, 2024
D. K.
Executive Director - Head Of Digital Solutons
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNew York
Jul 02, 2024
B. N.
Managing Director - Head Of Practice Management
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMassachusetts
Aug 13, 2024
P. W.
Vice President, Human Resources (talent, Culture, Hrbps)
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesTexas
Oct 09, 2024
T. G.
Head Of Operations
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesUtah
Jun 26, 2023
K. H.
Vice President-Content Marketing
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNorth Carolina
Sep 26, 2024
S. M.
Executive Director, Head Of Digital Marketing
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 02, 2024
J. L.
Executive Director, Head Of Service & Support
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesCalifornia
Oct 08, 2024
S. K. D.
Vice President, Corporate Communications
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesNorth Carolina
Oct 07, 2024
K. R.
Vp, Head Of Program & Financial Professional Marketing
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Mobile Phone
✕
Access Insights for Atria Wealth Solutions and Millions of Other Companies
Sign up for full access to Atria Wealth Solutions information. No credit card needed.
OR
Work email
By creating an account, you agree to LeadIQ's Terms of Use and Privacy Policy.
Email
United StatesMichigan
Oct 08, 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.

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