About Atria Wealth Solutions
Atria Wealth Solutions is a company based in New York (United States) founded in 2017 was acquired by LPL Financial in February 2024.. Atria Wealth Solutions has completed 8 acquisitions, including Cadaret Grant, Cusonet and Grove Point Financial. Atria Wealth Solutions offers products and services including Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions. Atria Wealth Solutions operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.
- Headquarter New York, United States
-
Sectors
Technology
-
Email
***********
-
Phone
*********
-
Website
*********
-
Social
*********
- Legal Name Atria Wealth Solutions, Inc.
-
Annual Revenue
-
Net Profit
-
EBITDA
-
Latest Funding Round
- Investors
-
Employee Count
Employee Count
-
Investments & Acquisitions
Cadaret Grant
& 7 more
-
Acquired by
LPL Financial
(Feb 13, 2024)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for managing client engagement and communication efficiently.
Portal providing intuitive user experience for client interactions.
Solutions for creating personalized wealth strategies for clients.
Unlock access to complete
Funding Insights of Atria Wealth Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Atria Wealth Solutions
Atria Wealth Solutions has secured backing from 1 investor. Prominent investors backing the company include LPL Financial. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Stock brokerage and financial advisory services are provided to investors.
|
Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
|
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
|
Founded Year | Domain | Location | |
|
Startup ecosystems are ignited through strategic investments by Signite Partners.
|
Founded Year | Domain | Location | |
|
Venture capital is directed toward companies in multiple sectors.
|
Founded Year | Domain | Location | |
|
Venture capital is invested in cybersecurity, fintech, and AI startups.
|
Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Bionic investment advisor platform
|
2016 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Fine Asian gourmet food is offered by an internet-first restaurant.
|
2016 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Diversified investment assets are managed for various clients.
|
2010 | ||||
|
Broker and dealer services are provided in the financial sector.
|
2003 | ||||
|
Broker-dealer services are provided to financial professionals in the US.
|
1999 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
OVO is recognized as a smart digital payment application.
|
2017 | ||||
|
Bionic investment advisor platform
|
2016 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 | ||||
|
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
|
2014 |
Financial Statements - Atria Wealth Solutions
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
|
| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Atria Wealth Solutions Comparisons
Competitors of Atria Wealth Solutions
Atria Wealth Solutions operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
AI-enabled financial planning and advisory solutions are provided for individuals.
|
|
| domain | founded_year | HQ Location |
Retirement, health, and college savings services are administered nationwide.
|
|
| domain | founded_year | HQ Location |
Personal finance management and investment advise
|
|
| domain | founded_year | HQ Location |
App-based financial planning and management platform for individuals
|
|
| domain | founded_year | HQ Location |
Financial planning and advisory platform
|
|
| domain | founded_year | HQ Location |
An app-based platform is provided for individual wealth management.
|
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
|
|
| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
|
|
| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
|
|
| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
|
Latest news on Atria Wealth Solutions
Frequently Asked Questions about Atria Wealth Solutions
When was Atria Wealth Solutions founded?
Atria Wealth Solutions was founded in 2017.
Where is Atria Wealth Solutions located?
Atria Wealth Solutions is headquartered in New York, United States. It is registered at New York, New York, United States.
Who is the current CEO of Atria Wealth Solutions?
Doug Ketterer is the current CEO of Atria Wealth Solutions.
What does Atria Wealth Solutions do?
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.
Who are the top competitors of Atria Wealth Solutions?
Atria Wealth Solutions's top competitors include The Tifin Group, Ascensus and Farther.
What products or services does Atria Wealth Solutions offer?
Atria Wealth Solutions offers Unio Advisor Platform, Clear1 Client Portal, and Life Planning Solutions.
How many acquisitions has Atria Wealth Solutions made?
Atria Wealth Solutions has made 8 acquisitions, including Cadaret Grant, Cusonet, and Grove Point Financial.
Who are Atria Wealth Solutions's investors?
Atria Wealth Solutions has 1 investor. Key investors include LPL Financial.