Atria Wealth Solutions

About This Business

Atria Wealth Solutions is a leading wealth management firm dedicated to providing independent financial professionals and institutions with the tools, resources, and support they need to thrive. With a focus on real-world experience and results-driven solutions, Atria Wealth Solutions offers a comprehensive suite of products and services designed to help financial professionals build real value for their clients. The company's approach is centered around creating an environment where financial professionals can succeed, with a emphasis on premium service and support, action-oriented practice management, and world-class technology. Atria Wealth Solutions' Real Advantage platform is a game-changer in the industry, providing a simple-to-use tech stack that transforms financial professionals' ability to do more business better. The company also offers best-in-class solutions with multiple custodial options, fully-integrated technology, and end-to-end wealth management tools. With a strong commitment to customer support, Atria Wealth Solutions answers calls in seconds, not minutes, and resolves issues quickly, with 90% of issues resolved in less than 24 hours. The company's BusinessOptimizer tool helps financial professionals guide their practice to success, and its Real Connections approach focuses on giving financial professionals more ways to understand their clients' dreams and concerns. With over 2,700 financial professionals and 183 institutions as of August 31, 2023, Atria Wealth Solutions is one of the fastest-growing wealth management firms in the industry. By providing a professional, easy-to-work-with approach, Atria Wealth Solutions has earned praise from its clients, who appreciate the company's ability to make complicated business simple and provide easy-to-understand reporting. As a leader in the wealth management industry, Atria Wealth Solutions is dedicated to helping financial professionals build successful practices and provide real value to their clients.