Atria Wealth Solutions - Business Information

Holding Companies & Conglomerates · New York, United States · 150 Employees

Founded in 2017, Atria Wealth Solutions is a modern wealth management solutions holding company. Atria was formed to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth andenable them to prosper in a digitally connected and constantly evolving financial environment. Atria Wealth Solutions is headquartered in New York City, New York.Read More

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Who is Atria Wealth Solutions

Headquarters

295 Madison Ave Fl 1407, New York City, New York, 10017, United States

Phone Number

(646) 887-9020

Website

www.atriawealth.com

Revenue

$40.7M

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Popular SearchesATRIA WEALTH SOLUTIONS IncAtria Wealth SolutionsAtria Wealth Solutions: IncAtria SolutionsAtrian Investments LLCSIC Code 67,671NAICS Code 55,551Show More

Atria Wealth Solutions Org Chart

View Atria Wealth Solutions org chart to access information on key employees and get valuable insights about Atria Wealth Solutions organizational structure. The organizational chart highlights the reporting lines within the company, starting with Douglas Ketterer - the Chief Executive Officer & Founding, Atria Wealth Solutions Partner of Atria Wealth Solutions, and followed by additional decision makers: Ted Horwith, Head of Accounting, Broker & Chief Financial Officer, Dealer, and Eugene Elias, Chief Operating Officer & Founding, Atria Wealth Solutions Partner.

Douglas Ketterer

Chief Executive Officer & Fo...

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Ted Horwith

Head of Accounting, Broker &...

Phone

Eugene Elias

Chief Operating Officer & Fo...

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Atria Wealth Solutions Company Metrics

Company Insights

Employee Growth Rate

Acquisitions & Subsidiaries

Sep 03, 2021

Apple Corporate Services

Sep 03, 2021

Grove Point Financial

Jul 15, 2021

CUSO Financial Services

Jul 15, 2021

NEXT Financial Group

Feb 03, 2017

Prestige Acquisitions

Cadaret, Grant

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Top Companies in United States

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Atria Wealth Solutions News & Media

Atria Wealth Solutions Completes Acquisition of Wealth Management Firm Grove Point Financial
Further positions Atria and its subsidiary-affiliated financial professionals and programs to thrive in today's competitive landscape NEW YORK, Sept. 5, 2023 /PRNewswire/ -- Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the...
Sep 5, 2023
www.prnewswire.com
CUSO Financial Services Continues Growth Momentum in New Partnership with $2.3 Billion Capital Credit Union
Wisconsin-based Financial Institution is Latest to Join CFS SAN DIEGO, July 6, 2023 /PRNewswire/ -- CUSO Financial Services (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is thrilled to announce a multi-year partnership with Capital Credit Union (Capital), marking another...
Jul 6, 2023
www.prnewswire.com
CUSO Financial Services Welcomes Allegent Community Federal Credit Union
$278 Million Credit Union is Third Financial Institution to Join CFS from LPL Financial this Month SAN DIEGO and PITTSBURGH, June 13, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of...
Jun 13, 2023
www.prnewswire.com
CUSO Financial Services Announces New Partnership with West-Aircomm Federal Credit Union
$322 Million Credit Union is Second Financial Institution to Join CFS from LPL Financial this Month SAN DIEGO and PITTSBURGH, June 8, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of...
Jun 8, 2023
www.prnewswire.com
CUSO Financial Services Announces New Partnership with Clearview Federal Credit Union
$1.8 Billion Credit Union Joins Financial Institution Focused Wealth Management Firm SAN DIEGO and PITTSBURGH, June 6, 2023 /PRNewswire/ -- CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria), is pleased to announce the addition of Clearview Federal...
Jun 6, 2023
www.prnewswire.com

Frequently Asked Questions regarding Atria Wealth Solutions

Where is Atria Wealth Solutions located?

Atria Wealth Solutions's headquarters are located at 295 Madison Ave Fl 1407, New York City, New York, 10017, United States

What is Atria Wealth Solutions's phone number?

Atria Wealth Solutions's phone number is (646) 887-9020

What is Atria Wealth Solutions's official website?

Atria Wealth Solutions's official website is www.atriawealth.com

What is Atria Wealth Solutions's Revenue?

Atria Wealth Solutions's revenue is $40.7 Million

What is Atria Wealth Solutions's SIC code?

Atria Wealth Solutions's SIC: 67,671

What is Atria Wealth Solutions's NAICS code?

Atria Wealth Solutions's NAICS: 55,551

How many employees does Atria Wealth Solutions have?

Atria Wealth Solutions has 150 employees

What is Atria Wealth Solutions competition?

Atria Wealth Solutions top competitors include: Wealth Advisory Services Inc, Middleburg Financial Corp, Beacon Pointe Advisors LLC, SagePoint Financial Inc

What companies has Atria Wealth Solutions acquired?

Atria Wealth Solutions has acquired the companies: Apple Corporate Services, Grove Point Financial, CUSO Financial Services, NEXT Financial Group

Who is the CEO of Atria Wealth Solutions?

Atria Wealth Solutions's CEO is Douglas Ketterer

Who is the CFO of Atria Wealth Solutions?

Atria Wealth Solutions's CFO is Jeffrey Gelfand

How do I contact Atria Wealth Solutions?

Atria Wealth Solutions contact info: Phone number: (646) 887-9020 Website: www.atriawealth.com

What does Atria Wealth Solutions do?

Founded in 2017, Atria Wealth Solutions is a modern wealth management solutions holding company. Atria was formed to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial env... Read More

What are Atria Wealth Solutions social media links?

Atria Wealth Solutions Linkedin page Atria Wealth Solutions Facebook page Atria Wealth Solutions Twitter page

Is Atria Wealth Solutions a public company?

Atria Wealth Solutions is private company therefore does not currently have an official ticker symbol

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