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ATRIA WEALTH SOLUTIONS

HQ - New York

Summary

Atria is a wealth management solutions holding company

Deals Overview

Total Deals5

Valued Deals0

Total Value-

Avg. Deal Size-

Market Context

Senior Management

Doug Ketterer
Founding Partner
Eugene Elias Jr.
COO and Founding Partner

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02 Aug 2017|United States|Asset Managers and Custodians

Target: CUSO FINANCIAL SERVICES LP

Bidder: ATRIA WEALTH SOLUTIONS

1 Service Providers

1 Target

n/a

Value

21 Nov 2019|United States|Investment Banking

Target: WESTERN INTERNATIONAL SECURITIES INC

Bidder: ATRIA WEALTH SOLUTIONS

4 Service Providers

2 Target | 2 Bidder

2 Dealmakers

1 Target | 1 Bidder

n/a

Value

08 Apr 2021|United States|Asset Managers and Custodians

Target: SCF SECURITIES INC

Bidder: ATRIA WEALTH SOLUTIONS

3 Service Providers

1 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

18 Apr 2023|United States|Asset Managers and Custodians

Target: GROVE POINT FINANCIAL

Bidder: ATRIA WEALTH SOLUTIONS

7 Service Providers

1 Target | 3 Bidder | 3 Vendor

6 Dealmakers

1 Target | 3 Bidder | 2 Vendor

n/a

Value

13 Feb 2024|United States|Asset Managers and Custodians

Target: ATRIA WEALTH SOLUTIONS

Bidder: LPL FINANCIAL HOLDINGS INC

7 Service Providers

4 Target | 3 Bidder

10 Dealmakers

8 Target | 2 Bidder

n/a

Value

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