Atria Wealth Solutions - M&A Summary, Ownership, and Business Overview

Financial ServicesCompany

Atria Wealth Solutions M&A Summary

Atria Wealth Solutions has acquired 6 companies of its own, including 4 in the last 5 years.

Atria Wealth Solutions has acquired in 4 different US states. The Company’s most targeted sectors include business services (50%) and financial services (34%).

Atria Wealth Solutions Ownership

Who owns Atria Wealth Solutions?

Atria Wealth Solutions is owned by Lee Equity Partners. It was acquired on August 2, 2017.

Is Atria Wealth Solutions PE-backed?

Yes. Atria Wealth Solutions is owned by private equity investor Lee Equity Partners.

Atria Wealth Solutions Business Overview

Where is Atria Wealth Solutions headquartered?

Atria Wealth Solutions is headquartered in New York, New York.

What sector is Atria Wealth Solutions in?

Atria Wealth Solutions is a financial services company.

M&A Summary

  • M&A Total Activity6
    • M&A Buy Activity6
  • Total Sectors Invested 3
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 3

Atria Wealth Solutions

Atria Wealth Solutions LLC

650 Madison Ave #21,
New York, New York 10022
United States,
(619) 739-4265
www.atriawealth.com

Atria Wealth Solutions is a modern wealth management solutions holding company designed specifically for advisors and their clients. Atria’s core mission is to empower its subsidiaries’ 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. Atria Wealth Solutions is based in New York.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.4/yr) # 4 - 1 - 1 - 6
Sell (0.0/yr) # - - - - - - 0
  6

Most Recent M&A

Company Date Value Type
Grove Point Financial LLC 2023-04-18 - Divestiture
Rockville, Maryland · www.grovepointfinancial.com
SCF Securities, Inc. 2021-01-27 - Add-on Acquisition
Fresno, California · www.scfsecurities.com
Western International Securities, Inc. 2019-11-21 - Add-on Acquisition
Pasadena, California · www.wisdirect.com
NEXT Financial Group, Inc. 2019-01-08 - Add-on Acquisition
Houston, Texas · www.nextfinancial.com
Cadaret, Grant & Co. Inc. 2018-04-19 - Add-on Acquisition
Syracuse, New York · www.cadaretgrant.com
CUSO Financial Services LP & Sorrento Pacific Financial LLC 2017-08-07 - Add-on Acquisition
San Diego, California · www.cusonet.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Business Services 3 (50%) - - -
Financial Services 2 (33%) - - -
Insurance 1 (17%) - - -
Total 6 - - -

By Geo

State/Country Buy Value Sell Value
United States 6 - - -
  California 3 - - -
  Texas 1 - - -
  New York 1 - - -
  Maryland 1 - - -
Total 6 - - -

Top M&A Advisors

Financial Deals
William Blair
 1
SunTrust Robinson Humphrey, Inc.
 1
Broadhaven Capital Partners LLC
 1

M&A Connections

Deals
Acquired from
Strategic(s)
17%
1 (17%)

Company Summary

SECTOR

Financial Services

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New York Companies , Financial Services Companies , United States Companies , New York Financial Services Companies , New York Financial Services with Acquisitions , New York Financial Services with Divestitures

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