Atria Wealth Solutions
Curated by SignalWealth management solutions for financial planners and independent advisors.
Overview
Atria Wealth Solutions focuses on wealth management support for independent financial professionals and financial institutions. The company offers tools such as predictive analytics, robo-advisory platforms, and customizable financial planning software aimed at improving client management and investment strategy development. Atria provides digital dashboards that offer real-time insights into client portfolios and secure client portals for communication and document sharing. The company also has compliance management systems to help meet regulatory requirements and integrated APIs for data exchange across financial services. Atria's services are designed to assist financial advisors in meeting client needs and achieving financial objectives.
Key facts
- Founded
- 2017
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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Contact
- Primary office
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- Phone
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Open roles
1 roleFinancial Advisor
Marion, IN · On-site · Full-time
