Acquiring Company
LPL Financial
Acquired Company
Atria Wealth Solutions
San DiegoNew YorkFinancial ServicesSoftwareFinanceFintechFinanceDescription
LPL Financial Holdings Inc. has entered into a definitive purchase agreement to acquire Atria Wealth Solutions, Inc., a wealth management solutions holding company headquartered in New York. With this acquisition, LPL aims to optimize the success of Atria’s advisors and institutions, providing them with the capabilities, technology, and services to thrive in the marketplace and grow their practices.
Quick answer
LPL Financial is acquiring Atria Wealth Solutions, announced February 13, 2024. LPL Financial is based in San Diego, California, United States.
- How much did LPL Financial pay for Atria Wealth Solutions?
- The deal value was not disclosed.
- What does LPL Financial do?
- LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around.
- Where are LPL Financial and Atria Wealth Solutions based?
- LPL Financial is based in San Diego, California, United States. Atria Wealth Solutions is based in New York, New York, United States.
- Who are the decision-makers at LPL Financial?
- Fundz holds 3 contacts at LPL Financial. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Who to call at LPL Financial, and when
When LPL Financial changes hands, the new owners review vendors, systems and leadership. That is when the door opens.
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- The decision-makers there, with verified emails
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Frequently asked
Who acquired Atria Wealth Solutions?
Atria Wealth Solutions was acquired by LPL Financial, based in San Diego. The deal was reported on February 13, 2024. LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. LPL Financial is publicly traded (LPLA) and operates in Financial Services.
When did LPL Financial acquire Atria Wealth Solutions?
LPL Financial's acquisition of Atria Wealth Solutions was reported on February 13, 2024. LPL Financial Holdings Inc. has entered into a definitive purchase agreement to acquire Atria Wealth Solutions, Inc., a wealth management solutions holding company headquartered in New York. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Atria Wealth Solutions do?
Atria Wealth Solutions, Inc. is a wealth management solutions holding company headquartered in New York. It is privately held, operating in Finance, and is based in New York.
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