New York, NY — September 20, 2022 — Atria Wealth Solutions, Inc. (“Atria”), a wealth management solutions company, received today the 2022 Digital Wealth Management Impact Award in the advisor-focused digital client engagement category by Aite-Novarica Group, a global financial services research and advisory firm.
In its third year, the awards program honors innovations achieved by wealth management firms leveraging technology to surpass the status quo. A global panel of six objective digital wealth management experts selected Atria for the innovation and competitive advantage behind Unio, its impact on the experience and operational efficiency of financial professionals, its ability to help advisors achieve scale in their financial practices, and the firm’s roadmap for its future.
“We are so very proud that Aite-Novarica Group has selected Atria for this prestigious award,” said Eugene Elias, Jr., Chief Operating Officer and Founding Partner. “This award is just the latest recognizing our platform and leadership and is truly a testament to, and confirmation of, our vision and strategy, ability to execute and, most importantly, our talented team.”
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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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