Atria Wealth Solutions, Inc.
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Atria Wealth Solutions, Inc. - overview
Established
2017
Location
New York, NY-New York, US
Primary Industry
Financial Services
About
Based in New York, US, and founded in 2017 and led by CEO Doug Ketterer, Atria Wealth Solutions, Inc. operates as a wealth management company offering investment advisory service, portfolio management, and securities to independent financial advisors. In February 2024, LPL Financial Holdings agreed to acquire Atria Wealth Solutions, Inc. from Lee Equity Partners for approximately USD 805 million.
Atria Wealth Solutions, Inc. offers a variety of solution with technology support for users including advisory, financial planning, due diligence, mutual funds, ETFs, fixed annuities, closed end funds, operations handling, practice management, and many more with technology support such as unio advisor platform and clear client portal for insights. As of 2024, the firm serves various clients including brokers, dealers, financial institutions, financial professionals, credit unions, and banks.
Current Investors
Lee Equity Partners
Primary Industry
Financial Services
Sub Industries
Consulting Services, Accounting Services, Investment Banking
Website
www.atriawealth.com
Verticals
FinTech, Mobile Apps
Company Stage
Mature - Buyout
Total Amount Raised
Subscriber access only
Atria Wealth Solutions, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Trade Sale | Completed | Atria Wealth Solutions, Inc. | - | ||||||||
| Add-on, Corporate Carve Out, Trade Sale | Completed | Grove Point Financial, LLC | - | ||||||||
| Add-on | Completed | SCF Securities, Inc. | - | ||||||||
| Add-on | Completed | Western International Securities, Inc. | - | ||||||||
| Add-on | Completed | Visionary Asset Management, Inc. | - |
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Atria Wealth Solutions, Inc. - employee data
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