About Atria Wealth Solutions
Atria Wealth Solutions is a Technology company based in New York (United States) founded in 2017, and was acquired by LPL Financial in February 2024. Wealth management services are provided to clients nationwide. Atria Wealth Solutions has completed 8 acquisitions, including Cadaret Grant, Cusonet and Grove Point Financial. Its chief executive, as recorded, is Doug Ketterer. Atria Wealth Solutions offers products and services including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Financial Planners and Advisors. Its legal entity is ATRIA WEALTH SOLUTIONS, INC. Its competitors include The Tifin Group, Ascensus and Learnvest; 2 of its 3 listed competitors have raised funding.
Company details
Atria Wealth Solutions was founded in 2017 and is headquartered in New York, United States. Operations focus on the financial services sector, where wealth management solutions are delivered to advisors and clients. Services encompass investment advisory, retirement planning, and portfolio management. The company supports independent financial professionals across the country through technology platforms and compliance tools, ensuring regulatory adherence in a competitive industry.
- Headquarters New York, United States
- Stage Acquired
- SectorsTechnology
- Email••••••••
- Phone•••• ••••
- Website atriawealth.com
- Social LinkedIn X Facebook
- Acquired by LPL Financial (Feb 2024)
- Legal Name Atria Wealth Solutions, Inc.
- Investors
- Investments & AcquisitionsCadaret Grant
& 7 more
- Acquired byLPL Financial
(Feb 2024)
Products & Services of Atria Wealth Solutions
Atria Wealth Solutions offers a comprehensive portfolio of products and services, including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Platform for managing client engagement and communication efficiently.
Portal providing intuitive user experience for client interactions.
Solutions for creating personalized wealth strategies for clients.
Investors in Atria Wealth Solutions
Atria Wealth Solutions has secured backing from 1 investor. Prominent investors backing the company include LPL Financial.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Stock brokerage and financial advisory services are provided to investors. | 1989 | lpl.com | San Diego, United States |
Investor details for Atria Wealth Solutions
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People of Atria Wealth Solutions
32 people are tracked at Atria Wealth Solutions (20 in leadership, 12 in team).
| Name | Role | Group |
|---|---|---|
Doug Ketterer | CEO | Leadership |
John Reinhardt | Chief Technology Officer, Atria | Leadership |
Eugene Elias | COO & Founding Partner | Leadership |
Barry Knight | President, NEXT Financial Group, Inc. | Leadership |
Bob Holcomb | Chief Marketing Officer, Atria | Leadership |
Valorie Seyfert | President, CFS & SPF | Leadership |
Don Bizub | President, Western International Securities | Leadership |
Jacinta Lazcano | Vice President | Operations Support Services | Leadership |
Brian Bichler | Head of Platform Experience, Atria | Leadership |
Ted Horwith | Managing Director & Broker Dealer Chief Financial Officer | Leadership |
Kevin Mummau | Chief Relationship Officer, CUSO Financial Services and Sorrento Pacific Financial | Leadership |
Travis Grimm | Head of Program Management, Atria | Leadership |
Mary Simonson | Executive Director, Compliance | Leadership |
Amanda Candelmo Hawley | Managing Director - General Counsel | Leadership |
William Morrissey | Managing Director And Head Of The Independent Channel | Leadership |
Ryan Tingey | Executive Director | Leadership |
Paul Suzdak | Vice President - Data Engineering | Leadership |
Danielle Taylor | Executive Director, Head Of Human Resources | Leadership |
Suresh Joseph | Executive Director, Head Of Application Development | Leadership |
Andy Szymanowski | Executive Director, Head Of IT Infrastructure | Leadership |
12 more people are available in the full profile.
Complete people profiles for Atria Wealth Solutions
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Investments & Acquisitions by Atria Wealth Solutions
Atria Wealth Solutions has strategically engaged in corporate development activities, having acquired 8 companies. Notable acquisitions include Cadaret Grant, Cusonet and Grove Point Financial.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provider of financial advisory services | grovepointfinancial.com | Rockville, United States | 1984 | Apr 2023 | •••• | |
Securities brokerage services are provided by SCF Securities firm. | scfsecurities.com | Fresno, United States | 1992 | Jan 2021 | •••• | |
Financial securities and solutions are provided via an online platform. | wisdirect.com | Pasadena, United States | 1995 | Nov 2019 | •••• | |
Diversified investment assets are managed for various clients. | visionaryassetmanagement.com | Houston, United States | 2010 | Jan 2019 | •••• | |
Broker-dealer services are provided to financial professionals in the US. | nextfinancial.com | United States | 1999 | Jan 2019 | •••• | |
Stock brokerage services are provided to clients nationwide. | cadaretgrant.com | Syracuse, United States | 1985 | Apr 2018 | •••• | |
Broker and dealer services are provided in the financial sector. | sorrentopacific.com | San Diego, United States | 2003 | Aug 2017 | •••• | |
Investment advisory, financial, and brokerage services are provided by CFS. | cusonet.com | San Diego, United States | 1996 | Aug 2017 | •••• |
Complete acquisition details for Atria Wealth Solutions
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Timeline of Atria Wealth Solutions
10 dated milestones of Atria Wealth Solutions across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Atria Wealth Solutions is founded.
- Acquisition Acquires Sorrento Pacific Financial.
- Acquisition Acquires Cusonet.
- Acquisition Acquires Cadaret Grant.
- Acquisition Acquires Visionary Asset Management.
- Acquisition Acquires NEXT Financial.
- Acquisition Acquires Western International Securities.
- Acquisition Acquires SCF Securities.
- Acquisition Acquires Grove Point Financial.
- Exit Acquired by LPL Financial.
Competitors of Atria Wealth Solutions
Atria Wealth Solutions has 3 listed competitors in our database, 2 of them funded. They include The Tifin Group, Ascensus and Learnvest.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| tifin.com | 2018 | New York, United States | $219.01M | AI-enabled financial planning and advisory solutions are provided for individuals. | ||
| ascensus.com | 1980 | Dresher, United States | 5,112 | Retirement, health, and college savings services are administered nationwide. | ||
| learnvest.com | 2009 | New York, United States | $85.75M | 148 | Personal finance management and investment advise |
Detailed competitors of Atria Wealth Solutions
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Web traffic of Atria Wealth Solutions
Websites that share an audience with Atria Wealth Solutions (atriawealth.com).
Websites whose visitors overlap most with Atria Wealth Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| tryatria.com | 100% | 387.1K | #122,881 | View details |
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Atria Wealth Solutions (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Atria Wealth Solutions
Complete news archive for Atria Wealth Solutions
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Frequently Asked Questions about Atria Wealth Solutions
Atria Wealth Solutions was founded in 2017.
Atria Wealth Solutions is headquartered in New York, United States. It is registered at New York, New York, United States.
Doug Ketterer is the CEO of Atria Wealth Solutions, as recorded in our data.
Atria Wealth Solutions was founded in 2017 and is headquartered in New York, United States. Operations focus on the financial services sector, where wealth management solutions are delivered to advisors and clients. Services encompass investment advisory, retirement planning, and portfolio management. The company supports independent financial professionals across the country through technology platforms and compliance tools, ensuring regulatory adherence in a competitive industry.
Atria Wealth Solutions's top competitors include The Tifin Group, Ascensus and Learnvest.
Atria Wealth Solutions offers Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
Atria Wealth Solutions has made 8 acquisitions, including Cadaret Grant, Cusonet, and Grove Point Financial.
Atria Wealth Solutions has 1 investor. Key investors include LPL Financial.
Atria Wealth Solutions operates through Atria Wealth Solutions, Inc..
Yes. Atria Wealth Solutions was acquired by LPL Financial in February 2024.