Atria Wealth Solutions Overview
- Founded
- 2017

- Status
- Private
- Latest Deal Type
- Debt
- Financing Rounds
- 3
- Investments
- 5
Atria Wealth Solutions General Information
Description
Operator of a wealth management holding company focused on delivering a clear path to the future of financial advice for advisors and their clients. The company empowers financial institutions and independent advisors with a sophisticated set of tools, services, and capabilities that drive growth and enable them to prosper in a digitally connected and constantly evolving financial environment.
Contact Information
- 295 Madison Avenue
- Suite 1407
- New York, NY 10017
- United States
Atria Wealth Solutions Timeline
Atria Wealth Solutions Valuation & Funding
Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
---|
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Request a free trialAtria Wealth Solutions Executive Team (6)
Atria Wealth Solutions Investors
Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
---|
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Request a free trialAtria Wealth Solutions Investments (5)
Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
---|---|---|---|---|---|
000 0000000000 | 08-Apr-2021 | 0000000000 | Consulting Services (B2B) | 0000000 00000000 | |
0000000 0000000000 | 20-May-2020 | 0000000000 | Brokerage | 0000000 00000000 | |
0000 000000000 000 | 03-Jun-2019 | 0000000000 | Asset Management | 0000000 00000000 | |
0000000 00000 & 00 | 04-Oct-2018 | 0000000000 | Brokerage | 0000000 00000000 | |
CUSO Financial Services | 30-Nov-2017 | Buyout/LBO | Other Insurance | 0000000 00000000 |
Atria Wealth Solutions Subsidiaries (5)
Company Name | Industry | Location | Founded |
---|---|---|---|
Next Financial Group | Asset Management | Houston, TX | 1999 |
0000 000000000 000 | Other Insurance | San Diego, CA | 0000 |
0000000 0000000000 | Brokerage | Pasadena, CA | 0000 |
000 0000000000 | Financing Advisory | Fresno, CA | 0000 |
0000000 00000 & 00 | Brokerage | Syracuse, NY | 0000 |