Company Information

Get to know Atria Wealth Solutions

Founded in 2017, Atria Wealth Solutions is a modern wealth management solutions holding company designed to empower independent financial advisors. Its mission is to provide a fresh perspective on the industry by offering a new generation of services, technology, and a culture of collaboration. Atria operates a network of broker-dealer subsidiaries, including CUSO Financial Services (CFS), Sorrento Pacific Financial (SPF), Cadaret, Grant & Co., NEXT Financial Group, Western International Securities, and Grove Point Financial. Through these firms, Atria supports thousands of financial professionals and their clients, providing them with the infrastructure and tools needed to grow their businesses and manage wealth effectively.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Atria Wealth Solutions

United States

Founded in

2017 (9 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.