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Atria Wealth Solutions
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. New York, United States Founded 2017 1-10 employees For Profit
Atria Wealth Solutions is a modern wealth management solutions holding company.
Atria Wealth Solutions was acquired by LPL Financial in 2024 for $805M.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
7
Monthly Visits
Available in Pro Contacts
134
Patents
0
4 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 11
- Mobile apps
- 1
- Patents granted
- 0
- Trademarks
- 4
- IT spend
- $9M
Company Info
- Founded
- 2017
- Employees
- 1-10
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- News articles
- 51
- HQ
- New York, United States
- Region
- Greater New York Area, East Coast, Northeastern US
- Exit date
- Feb 13, 2024
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.2
- Trend (30d)
- 0.4
- Trend (90d)
- -0.3
Acquisitions by Atria Wealth Solutions
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Key People at Atria Wealth Solutions
Chief Operating Officer & Founding Partner
134
professional contacts at Atria Wealth Solutions
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