Atria Wealth Solutions Revenue and Competitors

Location

#2623

Growjo Ranking

Fintech

Industry

Estimated Revenue & Valuation

  • Atria Wealth Solutions's estimated annual revenue is currently $36.6M per year.(i)
  • Atria Wealth Solutions's estimated revenue per employee is $143,000

Employee Data

  • Atria Wealth Solutions has 256 Employees.(i)
  • Atria Wealth Solutions grew their employee count by 42% last year.

Atria Wealth Solutions's People

NameTitleEmail/Phone
1
Executive Director New AccountsReveal Email/Phone
2
Technical Lead, VPReveal Email/Phone
3
CEO and Founding Partner, Atria Wealth SolutionsReveal Email/Phone
4
Executive Director, Chief Compliance Officer - Grove Point Financial and Next Financial GroupReveal Email/Phone
5
AVP, Advisory ComplianceReveal Email/Phone
6
AVP, Platform Service Analyst at Atria Wealth SolutionsReveal Email/Phone
7
VP, Advisory ConsultingReveal Email/Phone
8
VP, Project ManagementReveal Email/Phone
9
AVP, Program ManagementReveal Email/Phone
10
AVP Head Relationship ManagementReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$20M1401%N/AN/A
#2
$0.2M30%N/AN/A
#3
$12.6M97-19%N/AN/A
#4
$39.4M282-2%$161.4MN/A
#5
$28.4M203-5%$57MN/A
#6
$34.8M249-11%$40MN/A
#7
$16M123-12%N/AN/A
#8
$17.8M137-14%$115.9MN/A
#9
$1.1M14-50%N/AN/A
#10
$12M92-11%$64MN/A
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What Is Atria Wealth Solutions?

Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today's financial advisors and their clients. The company's core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors' end clients by providing them with choice, access and transparency. Atria's subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today's environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients' needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.

keywords:N/A

N/A

Total Funding

256

Number of Employees

$36.6M

Revenue (est)

42%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Atria Wealth Solutions News

2022-04-06 - Triad Adds Gallagher's $6.3B Retirement Plan Consulting ...

... hybrid registered investment advisor, joins from Kestra Financial. ... seven years to join Atria Wealth Solutions as head of recruiting.

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$41.3M2562%$644M
#2
$65.9M256-4%N/A
#3
$39.9M256-8%$288.9M
#4
$300M256-15%N/A
#5
$58M2579%N/A