Atria Wealth Solutions Overview

  • Founded
  • 2017
Founded
  • 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

Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Holding Companies
Primary Office
  • 295 Madison Avenue
  • Suite 1407
  • New York, NY 10017
  • United States
+1 (888) 000-0000

Atria Wealth Solutions Timeline

2018201920202021
Financing RoundFinancing Round
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Atria Wealth Solutions Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Atria Wealth Solutions Executive Team (6)

Name Title Board Seat Contact Info
Douglas Ketterer Chief Executive Officer & Founding Partner
Eugene Elias Jr. Chief Operating Officer & Founder
John Reinhardt Chief Technology Officer
Kevin Beard Chief Growth Officer & Founding Partner
Bob Holcomb Chief Marketing Officer
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Atria Wealth Solutions Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Atria 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
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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
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