New York, NY — June 1, 2022 — Atria Wealth Solutions, Inc. (“Atria”), a wealth management solutions company, received today four finalist nominations from WealthManagement.com in its eight annual Wealth Management Industry Awards — known as the “Wealthies.”
“Together, we are doing remarkable work across the organization, and the industry has once again taken notice,” said Chief Operating Officer and Founding Partner Eugene Elias, Jr. “Our vision of delivering a clear path to the future of wealth management is a reality. And we’re not slowing down.”
WealthManagement.com recognized Atria in the following categories:
Recognizing our laser-sharp focus on delivering an extraordinary service experience for our clients and the innovation behind our new “Service Scorecard” in Unio.
Unio Advisor Platform
Recognizing Unio’s ability to transform the way financial professionals conduct their business in one easy-to-use integrated platform with advanced features and in-context sophistication that greatly enhances the relationship between financial professionals and their clients and members.
Chief Technology Officer of the Year
Recognizing John’s many accomplishments, including his innovation in the development and implementation of the leading wealth management technology platform in the industry, his leadership of our development, engineering and cybersecurity teams, and his execution in anticipating and defending our firm from an increasing volume of cybersecurity threats — all while maintaining a 99.98% uptime rate for our critical systems in a largely remote work environment.
Digital Marketing Campaign of the Year
Marketing by the Book
Recognizing our campaigns targeting banks in our Financial Institutions channel and introducing them to our innovative bank affiliation models.
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About Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. (Atria), headquartered in New York City, is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Atria’s broker-dealer subsidiaries, located throughout the U.S., empower financial institutions and independent financial professionals with a sophisticated set of tools, services and capabilities that deepen client relationships and maximize efficiencies in their practices.
Atria has six broker-dealer subsidiaries: Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., SCF Securities, Inc., CUSO Financial Services, L.P., and Sorrento Pacific Financial, LLC. Atria’s subsidiaries together support nearly 2,500 financial professionals and over $100 billion of assets under administration. For more information, please visit atriawealth.com.
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