Atria Wealth Solutions - Company Information

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.

Financial Services

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Headquarters

United StatesNew YorkNew York
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LinkedIn

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Company size

201+
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Stock symbol

N/A
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Website

atriawealth.com
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Type

Private

Atria Wealth Solutions - Technology Stack

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Materialize

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PHP

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Employee profile

John Doe Avatar

John Doe

CEO

Samantha Duncan Avatar

Samantha Duncan

CTO

Gary Austin Avatar

Gary Austin

MD

Jonathan Shaw Avatar

Jonathan Shaw

CMD

Janice May Avatar

Janice May

MD

Janet McDonald Avatar

Janet McDonald

CFO

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