Atria Wealth Solutions
www.atriawealth.comAtria 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.
Read moreAtria 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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State
New York
City (Headquarters)
New York City
Founded
2017
Estimated Revenue
$1 to $1,000,000
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Vice President Advisory Platforms
Email ****** @****.comPhone (***) ****-****Vice President | Operations Support Services
Email ****** @****.comPhone (***) ****-****Chief Growth Officer and Founding Partner , Atria Wealth Solutions
Email ****** @****.comPhone (***) ****-****Executive Director , Head of Human Resources and Deib
Email ****** @****.comPhone (***) ****-****
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