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.
Website
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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| 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 |
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 |
Atria Wealth Solutions Investors
| Investor Name | Investor Type | Holding | Participating Rounds | Investor Since | Board Seat | Contact Info |
|---|
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