Submit Deal

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

Sort

western international securities inc

HQ - United States

Investment Banking

20 May 2020

Investment Date

100%

Stake

n/a

Deal Value

scf securities inc

HQ - United States

Asset Managers and Custodians

8 Apr 2021

Investment Date

n/a

Deal Value

grove point financial

HQ - United States

Asset Managers and Custodians

5 Sep 2023

Investment Date

100%

Stake

n/a

Deal Value

atria wealth solutions

HQ - United States

Asset Managers and Custodians

1 Oct 2024

Investment Date

100%

Stake

n/a

Deal Value

By continuing, you agree to our Terms & Conditions and our Data Privacy Policy