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51-200 employees
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Financial Services
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Suite 1407,New York,New,US
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Atria Wealth Solutions | 1,509 followers on LinkedIn. For financial institutions and independent advisors, only Atria delivers a clear path to the future of wealth management | 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.
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Atria Wealth Solutions Email Formats | Example Email Formats | Percentage |
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{f}{last} | [email protected] |
75.00%
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The widely used Atria Wealth Solutions email format is {f}{last} (e.g. [email protected]) with 75.00% adoption across the company.
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