Atria Wealth Solutions - About the company
Atria Wealth Solutions is an acquired company based in New York City (United States), founded in 2017. It operates as a Provider of wealth management services. Atria Wealth Solutions has raised an undisclosed amount in funding. The company has 3334 active competitors, including 228 funded and 207 that have exited. Its top competitors include companies like Dezerv, Warren and Farther.
Company Details
- Website
- atriawealth.com
- Social
- Email ID
- *****@atriawealth.com
- Phone Number
- +1 **********
Key Metrics
Founded Year
2017
Location
New York City, United States
Stage
Acquired
Latest Funding Round
Investors
Ranked
71st among 3334 active competitors
Employee Count
65 as on Sep 30, 2026
Investment & Acquisitions
Exit Details
Acquired by LPL Financial (Feb 13, 2024)
Legal entities associated with Atria Wealth Solutions
Atria Wealth Solutions is associated with 1 legal entity given below:
Legal Entity Name | Date of Incorporation | Revenue | Latest Employee Count | Reports |
|---|---|---|---|---|
ATRIA WEALTH SOLUTIONS, INC. CIN: 5499436 , United States, Active | Feb 22, 2019 | - | - | - |
Atria Wealth Solutions's acquisition details
Atria Wealth Solutions got acquired by LPL Financial on Feb 13, 2024.
Click here to take a look at Atria Wealth Solutions's acquisition in detail
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Atria Wealth Solutions's funding and investors
Atria Wealth Solutions has raised funding over 1 round. Its latest funding round was a Conventional Debt round. 1 investor participated in its latest round. Atria Wealth Solutions has 2 institutional investors.
View details of Atria Wealth Solutions's funding rounds and investors
Atria Wealth Solutions' founders and board of directors
Founder? Claim ProfileAtria Wealth Solutions' employee count trend
Atria Wealth Solutions has 65 employees as of Sep 26. Here is Atria Wealth Solutions's employee count trend over the years:
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Atria Wealth Solutions's Competitors and alternates
Top competitors of Atria Wealth Solutions include Dezerv, Warren and Farther. Here is the list of Top 10 competitors of Atria Wealth Solutions, ranked by Tracxn score:
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Rank | Company Details | Short Description | Total Funding | Investors | Tracxn Score |
|---|---|---|---|---|---|
1st | Wealth management platform offering financial planning and advisory service | $100M | 78/100 | ||
2nd | Diversified investment management firm | $105M | 68/100 | ||
3rd |  Farther 2019, New York City (United States), Series D | App-based financial planning and management platform for individuals | $272M | 68/100 | |
4th | Origin 2019, San Francisco (United States), Series B | Financial planning solutions for employees | $68M | 66/100 | |
5th | Financial advisor for payments and savings | $1.25M | 63/100 | ||
6th |  Pontera 2012, New York City (United States), Series C | Tax management solutions for businesses | $160M | 63/100 | |
7th | App-based mutual fund investment platform | - | - | 63/100 | |
8th |  Compound 2019, San Francisco (United States), Series B | Wealth and financial management platform | $37.1M | 62/100 | |
9th |  Phoenix Group 1782, London (United Kingdom), Public | Provider of long-term savings, retirement, and life insurance solutions | - | 61/100 | |
10th | Scottish Widows 1815, Edinburgh (United Kingdom), Public | Women bank | - | - | 60/100 |
71st |  Atria Wealth Solutions 2017, New York City (United States), Acquired | Provider of wealth management services | - | 46/100 |
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Atria Wealth Solutions's Investments and acquisitions
Atria Wealth Solutions has not made any investments yet. Atria Wealth Solutions has made 9 acquisitions.Here is the list of latest three $acquisitions:
Filter this list
Filter this listDate of Investment/Acquisition | Type | Company Name | Founded Year | Location |
|---|---|---|---|---|
Apr 18, 2023 | Acquisition | 1984 | Rockville (United States) | |
Jan 27, 2021 | Acquisition | 1992 | Fresno (United States) | |
Nov 21, 2019 | Acquisition | 1995 | Pasadena (United States) |
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Reports related to Atria Wealth Solutions
Here is the latest report on Atria Wealth Solutions's sector:
News related to Atria Wealth Solutions
Filter this listMedia has covered Atria Wealth Solutions for a total of 8 events in the last 1 year, 7 of them have been about company updates.
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CoreWeave announces acquisition of MarimoBee Star•Oct 31, 2025•marimo, CoreWeave, Atria Wealth Solutions
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Atria Wealth Solutions Inc. Invests $247,000 in Ubiquiti Inc. $UIMarketBeat•Oct 22, 2025•Atria Wealth Solutions, Ubiquiti
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Atria Wealth Solutions Inc. Makes New $255,000 Investment in Diodes Incorporated $DIODMarketBeat•Oct 22, 2025•Atria Wealth Solutions, Diodes
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2,027 Shares in Stride, Inc. $LRN Acquired by Atria Wealth Solutions Inc.MarketBeat•Oct 22, 2025•Atria Wealth Solutions, Stride, Stratos Wealth Partners
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Atria Wealth Solutions Inc. Invests $577,000 in Leonardo DRS, Inc. $DRSMarketBeat•Oct 20, 2025•Atria Wealth Solutions, Leonardo DRS, Virginia Retirement System, Stephens Investment Management Group
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Atria Wealth Solutions Inc. Acquires New Stake in Carvana Co. $CVNAMarketBeat•Oct 20, 2025•Atria Wealth Solutions, Carvana
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Atria Wealth Solutions Inc. Acquires Shares of 3,780 Willis Towers Watson Public Limited Company $WTWMarketBeat•Oct 17, 2025•Atria Wealth Solutions, WTW
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Atria Wealth Solutions Inc. Invests $256,000 in Telesat Corporation (NASDAQ:TSAT)MarketBeat•Aug 18, 2025•Atria Wealth Solutions, Telesat
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Atria Wealth Solutions Inc. Invests $219,000 in Huntington Ingalls Industries, Inc. (NYSE:HII)MarketBeat•Aug 18, 2025•Atria Wealth Solutions, HII
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Atria Wealth Solutions Inc. Invests $326,000 in AeroVironment, Inc. (NASDAQ:AVAV)MarketBeat•Aug 16, 2025•Atria Wealth Solutions, AeroVironment
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