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Atria Wealth Solutions

Financial Services

Specialities :
Independent broker/dealer
Independent advisors
Financial services
Financial planning
Wealth management firm growth consultants

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
201 - 500
About Us
Org Charts
Employees
Buyer Intent
Tech Stack
Jobs

Frequently Asked Questions About Atria Wealth Solutions

What does Atria wealth solutions do?+

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, Atrias 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. Atrias 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. Atrias subsidiaries together support nearly...

What are Atria wealth solutions's specialties? +

Independent broker/dealer,independent advisors,financial services,financial planning,wealth management firm growth consultants,holistic integrated wealth management solutions ,practice management resources ,financial advisor support ,investment advisory ,corporate ria,investment programs for banks and credit unions ,innovative technology services,responsive and agile operating model ,comprehensive suite of products and solutions,seasoned practice management resources,direct access to senior management,and premium service and support

What is Atria wealth solutions's industry? +

Atria wealth solutions operates in the Financial services industry.

What is Atria wealth solutions's revenue? +

Atria wealth solutions's revenue is 11m - 100m

What is Atria wealth solutions's company size? +

Atria wealth solutions has 201 - 500 employees.

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