Atria Wealth Solutions

For financial institutions and independent advisors, only Atria delivers a clear path to the future of wealth management

General Information
Company Name
Atria Wealth Solutions
Founded Year
2017
Location (Offices)
New York, United States +1
Founders / Decision Makers
Number of Employees
215
Industries
-
Funding Stage
-
Social Media

Atria Wealth Solutions - Company Profile

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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