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Atria Wealth Solutions

Atria Wealth Solutions

Atria Wealth Solutions Summary

Company summary

Overview
Atria Wealth Solutions is a wealth management solutions holding company that provides investment advisory services. It offers investment advice, portfolio management, securities, and other financial services. The company aims to help its subsidiaries empower their financial advisors with a set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment.
Type
Private
Status
Active
Founded
2017
HQ
New York, NY, US | view all locations
Website
https://www.atriawealth.com/
Cybersecurity rating
Sectors

Key people

  • Doug Ketterer

    Doug Ketterer, Chief Executive Officer and Founding Partner

  • Eugene Elias

    Eugene Elias, Chief Operating Officer and Founding Partner

  • Kevin Beard

    Kevin Beard, Chief Growth Officer and Founding Partner

  • Barry Knight

    Barry Knight, President, NEXT Financial Group

LocationsView all

1 location detected

  • New York, NY HQ

    United States

    Lefcourt Colonial Building, 295 Madison Ave #1407

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