32
13
Growth Score
0 pts
Heat Score
-11 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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Atria Wealth Solutions is a modern wealth management solutions holding company.
- John Reinhardt: Chief Technology Officer
- Eugene Elias: Chief Operating Officer & Founding PartnerPast Role: Morgan Stanley, Head of Client and Financial Advisor Platform Solutions, Digital Business and Client Advisory Center
About the Company
Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners and designed specifically for today’s advisors and their clients.
