Atria Wealth Solutions provides wealth management services, offering practice management tools, technology solutions, and support for financial professionals.

Atria Wealth Solutions

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.

“What drives the economy forward isn’t the President, it’s the entrepreneur.”

“It’s important to have a financial advisor because it’s so easy to allow our own politics to influence our investing.”

Franklin Templeton’s Stephen Dover, First Trust's Strider Elass, Aristotle Pacific Capital's Dominic Nolan, CFA, and T. Rowe Price's James Norungolo, CFA, joined Atria Wealth Solutions' John Picone for a timely Economic Panel on the #ENGAGE2024 mainstage today to discuss the recent market volatility and their economic outlook.

#wealthmanagement #economy

We’re painting the streets of downtown San Diego with the colors of CFS/SPF and LPL Financial at #ENGAGE2024!


#wealthmanagement Sorrento Pacific Financial

"Financial literacy is the key to financial planning longevity"

“About 90% of financial professionals are underutilizing LinkedIn”

“At the end of the day, our clients need to trust us”

These are just a few of the insightful remarks from our Practice Management Panel today on the #ENGAGE2024 mainstage. Thank you Franklin Templeton's  Barry Kruse, Sammons Financial Group Companies's Kylie Murray, AssetMark's Tricia Brady (Mahoney) and Delaware Life Insurance Company, A Group 1001 Company's Anders Smith for bringing your wise words to #ENGAGE2024!

#wealthmanagement Atria Wealth Solutions

We had a wild start to our annual conference for our Financial Institutions Channel! #ENGAGE2024 CUSO Financial Services Sorrento Pacific Financial #wealthmanagement

Another great day at #ENGAGE2024 for our Financial Institutions Channel!

CUSO Financial Services Sorrento Pacific Financial #wealthmanagement

And that concludes #ENGAGE2024 for our Financial Institutions Channel. We’re so proud of all the connections made and the insights shared. Here’s to building on this momentum and turning insights into action!


CUSO Financial Services Sorrento Pacific Financial#wealthmanagement

industry_trends_dossier

news_impact_assignment_basic

key_people

company_dossier

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

network

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

events

strategic_challenges

network_mapping

industry_trends

transactions_dossier

strategic_challenges_dossier

network_onboarding

company_summary

regulatory_analysis

industry_analysis

swot_dossier

competition_analysis

financial_legal_advisories

merger_acquisitions

logo

swot_analysis

financial_analysis

news_advanced

purchaser_profile

news_impact_assignment_advanced

signals

news_processing_advanced

financial_statements

private_financials

funding_rounds_analysis

company_structure

crunchbase_trigger

crunchbase_profile

peers

news_basic

valuation

customer_profile

industry trends dossier	dataroom
company dossier	dataroom
network	dataroom
network mapping	dataroom
transactions dossier	dataroom
network onboarding	dataroom
news impact assignment basic	general
public peers	general	Aug 23, 2024 1:15 AM	3190187f
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
news advanced	general
news impact assignment advanced	general
signals	general
news processing advanced	general
crunchbase trigger	general
crunchbase profile	general
peers	general	Aug 23, 2024 1:15 AM	73d269da
news basic	general	Aug 23, 2024 1:15 AM	81929dc7
events	markdown
bundesanzeiger	filings
regulatory analysis	company_analysis
industry analysis	company_analysis
competition analysis	company_analysis
financial legal advisories	company_analysis
merger acquisitions	company_analysis
swot analysis	company_analysis
financial analysis	company_analysis
funding rounds analysis	company_analysis
company structure	company_analysis
logo	meta
purchaser profile	merger_acquisitions
private financials	financials
customer profile	customers

COM:ATRIAWEALTH

Atria Wealth Solutions