Atria Wealth Solutions Completes Acquisition Of Wealth Management Firm Grove Point Financial
Acquiring Company
Atria Wealth Solutions
Acquired Company
Grove Point Financial
New YorkFinanceFinancial ServicesFinanceLendingDescription
Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the successful completion of its acquisition of Grove Point Financial, LLC (Grove Point). The acquisition of Grove Point brings approximately 400 independent financial professionals with $15 billion of assets under administration to the fast-growing Atria. Atria now serves close to 2,700 financial professionals with nearly $120 billion of assets under administration.
Quick answer
Atria Wealth Solutions is acquiring Grove Point Financial, announced September 5, 2023. Atria Wealth Solutions is based in New York, New York, United States.
- How much did Atria Wealth Solutions pay for Grove Point Financial?
- The deal value was not disclosed.
- What does Atria Wealth Solutions do?
- Atria Wealth Solutions, Inc. is a wealth management solutions holding company headquartered in New York.
- Where are Atria Wealth Solutions and Grove Point Financial based?
- Atria Wealth Solutions is based in New York, New York, United States.
Source: Fundz verified event record.
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Frequently asked
Who acquired Grove Point Financial?
Grove Point Financial was acquired by Atria Wealth Solutions, based in New York. The deal was reported on September 5, 2023. Atria Wealth Solutions, Inc. is a wealth management solutions holding company headquartered in New York. Atria Wealth Solutions is privately held and operates in Finance.
When did Atria Wealth Solutions acquire Grove Point Financial?
Atria Wealth Solutions's acquisition of Grove Point Financial was reported on September 5, 2023. Atria Wealth Solutions, Inc. (Atria), a leading multi-channel wealth management holding company, announces the successful completion of its acquisition of Grove Point Financial, LLC (Grove Point). Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Grove Point Financial do?
Grove Point Financial, LLC (Grove Point) operates out of its headquarters in Rockville, Maryland. The firm provides broker-dealer and RIA services to approximately 400 financial professionals across the U.S. It is privately held, operating in Financial Services.
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