Atria Wealth Solutions: A modern wealth management solutions holding company founded to create a new and differentiated experience for its subsidiaries
Location: United States, New York
Employees: 11-50
Founded date: 2017
Investors 1
| Date | Name | Website |
| - | Lee Equity... | leeequity.... |
Mentions in press and media 2
| Date | Title | Description |
| 14.10.2025 | WealthVest Taps Industry Veteran Kevin Beard to Lead Strategic Growth Initiatives for Broker-Dealer, Bank and RIA Partners | WealthVest has hired Kevin Beard, former Atria executive, to oversee and expand high-value partnerships with broker-dealers, banks and registered investment advisory firms. BOZEMAN, Mont., Oct. 14, 2025 /PRNewswire-PRWeb/ -- WealthVest, a l... |
| 29.06.2022 | Independent Mitch Goldberg Tapped to Lead Sierra Ridge’s Northeast Expansion | New hire solidifies Sierra Ridge as a coast-to-coast enterprise and shines more light on the value of their supported independence model. The turnkey support Sierra Ridge provides to help independents like me is very unique.” — Mitch Goldbe... |