Atria Wealth Solutions

www.atriawealth.com

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

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Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices. Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

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Country

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State

New York

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City (Headquarters)

New York City

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Founded

2017

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Vice President Advisory Platforms

    Email ****** @****.com
    Phone (***) ****-****
  • Vice President | Operations Support Services

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Growth Officer and Founding Partner , Atria Wealth Solutions

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Director , Head of Human Resources and Deib

    Email ****** @****.com
    Phone (***) ****-****

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