Atria Wealth Solutions

  • Financial Services
  • New York NY
  • 216 employees
  • Financial Services
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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
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Financials & Stats

Revenue

$100B

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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

Travis Grimm

Head of Operations

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Don Bizub

President, Western International Securities

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Barry Knight

President

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Randy Meadows

President

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Jason Lewis

Head of Service & Support

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Atria Wealth Solutions Industry Tags

Independent Broker/Dealer
Independent Advisors
Financial Services
Financial Planning
Wealth Management Firm Growth Consultants
Holistic Integrated Wealth Management Solutions
Practice Management Resources
Financial Advisor Support
Investment Advisory
Corporate RIA
Investment Programs for Banks and Credit Unions
Innovative Technology Services
Responsive and Agile Operating Model
Comprehensive Suite of Products and Solutions
Seasoned Practice Management Resources
Direct Access to Senior Management
Premium Service and Support
fintech
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Atria Wealth Solutions Tech Stack

JavaScript
HTML
PHP
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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
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FAQ

What is the location of Atria Wealth Solutions's headquarters?
The headquarters of Atria Wealth Solutions are situated at 295 Madison Avenue Suite 1407, New York NY
What is Atria Wealth Solutions's phone number?
Atria Wealth Solutions's contact number is (619) 739-****.
What is Atria Wealth Solutions's official website?
The official website of Atria Wealth Solutions can be found at atriawealth.com.
What is Atria Wealth Solutions's current revenue?
As of September 2023, Atria Wealth Solutions's annual revenue reached $100B.
How many employees does Atria Wealth Solutions currently have?
Atria Wealth Solutions employs approximately 216+ people as of September 2023
Which industries is Atria Wealth Solutions primarily operating in?
Atria Wealth Solutions operates in the following industries: Finance, Credit
Who is the Head of Operations of Atria Wealth Solutions?
Atria Wealth Solutions's Head of Operations is Travis Grimm
What are Atria Wealth Solutions's industry tags?
Atria Wealth Solutions's industry tags include: Independent Broker/Dealer, Independent Advisors, Financial Services
When was Atria Wealth Solutions founded?
Atria Wealth Solutions was founded in 2017.

Employee Directory

Key Employees

Doug Ketterer

Chief Executive Officer and Founding Partner, Atria Wealth Solutions

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David Calderhead

Investment Solutions Manager

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Tomas Zizlavsky

DevOps Engineer

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Rich Shively

Financial Advisor

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Jamin Purtell

Supervisory Principal Complex Products

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Sandy Pappalardo

VP Advisory Platform Initiatives

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Brenda Meek

Financial Services Processor

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Jason Gouger

Sr. Systems Administrator

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Kirsten Rinne

Program Marketing & Strategy

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