LPL Financial completes acquisition of Atria Wealth Solutions to empower advisors and institutions
Acquiring Company
LPL Financial
Acquired Company
Atria Wealth Solutions
San DiegoNew YorkFinancial ServicesSoftwareFinanceFintechFinanceDescription
LPL Financial Holdings Inc. has successfully closed the acquisition of Atria Wealth Solutions, Inc. This acquisition is aimed at leveraging the strengths of both companies in order to empower advisors and institutions to deliver exemplary financial guidance to their clients while running thriving businesses, aligning with LPL Financial's clear mission.
Quick answer
LPL Financial is acquiring Atria Wealth Solutions, announced October 1, 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 October 3, 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 October 3, 2024. LPL Financial Holdings Inc. has successfully closed the acquisition of Atria Wealth Solutions, Inc. 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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