Company Overview
- Headquarters
- 295 Madison Avenue Suite 1407, New York NY
- Website
- atriawealth.com
- Phone
- (619) 739-****
- Employees
- 216
- Founded in
- 2017
- Industry
- Financial Services
Financials & Stats
Revenue
$100B
Who is Atria Wealth Solutions
Atria Wealth Solutions, Inc. (Atria) is a holding company based in New York City, New York, with 216 employees and annual revenue of $100 million. Atria provides wealth management solutions to financial professionals, financial institutions, and their clients. Atria's broker-dealer subsidiaries offer financial professionals and institutions a range of tools, services, and capabilities designed to enhance client relationships and improve operational efficiency. These 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. Together, Atria's subsidiaries support nearly 2,500 financial professionals and over 200 financial institutions managing more than $100 billion in assets. For more information about Atria Wealth Solutions, please visit their website at atriawealth.com.
Company Leadership
Atria Wealth Solutions Industry Tags
Atria Wealth Solutions Tech Stack
Companies Similar to Atria Wealth Solutions
Analyze industry trends and opportunities by examining competitors and companies comparable to Atria Wealth Solutions, including their performance metrics, financials, growth dynamics, and competitive benchmarks.
Company Name | Revenue | Number of Employees | Location | Founded in |
---|---|---|---|---|
100M | 193 | West Palm Beach, FL | 1993 | |
100M | 548 | Uniondale, NY | 1929 | |
100M | 386 | Naperville, IL | 1977 | |
100M | 50 | Mount Laurel, NJ | 1997 | |
100M | 257 | Harrison, NY |