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Atria Wealth Solutions

Atria Wealth Solutions
2017 FOUNDED
PRIVATE STATUS
Debt LATEST DEAL TYPE
2 FINANCING ROUNDS
4 INVESTMENTS
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.

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 Valuation and Funding

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

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Atria Wealth Solutions Investments (4)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
0000000 0000000000 21-Nov-2019 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 (3)

Company Name Industry Location Founded
Next Financial Group Asset Management Houston, TX 1999
0000 000000000 000 Other Insurance San Diego, CA 0000
0000000 00000 & 00 Brokerage Syracuse, NY 0000
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Atria Wealth Solutions Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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Atria Wealth Solutions Executive Team (3)

Name Title Board
Seat
Contact
Info
Douglas Ketterer Chief Executive Officer & Founding Partner
Eugene Elias Jr. Chief Operating Officer & Founding Partner
Kevin Beard Chief Growth Officer & Founding Partner