Company profile: Atria Wealth Solutions
1.1 - Company Overview
Company description
- Provider of modern wealth management solutions for financial professionals, including Unio, a comprehensive platform for managing business and client relationships; BusinessOptimizer for data-driven growth; advisory solutions with fee-based flexibility and multiple custodial options; practice management support; client engagement solutions; and dedicated service support.
Products and services
- Advisory Solutions: Delivers fee-based flexibility with multiple custodial options and integrated technology for comprehensive wealth management tailored to today’s advisors and their clients
- Unio: A comprehensive technology platform supporting financial professionals in managing their business and client relationships, designed specifically for advisors and their clients
- BusinessOptimizer: An integrated tool within Unio that produces data-analysis-driven strategies and plans for business growth for financial professionals
Key contacts
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Financial details
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1.2 - Competitors and similar companies to Atria Wealth Solutions
Executive Wealth Management
HQ: United Kingdom
Website
- Description: Provider of financial advice to private clients, small business owners, families, and trustees, predominately on a fee basis, offering services including protection, investments, pensions, auto-enrollment, and mortgages to assist clients in achieving their financial objectives.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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Flow
HQ: United States
Website
- Description: Provider of cross-platform SaaS technology that solves fund infrastructure complexity by connecting information across investors, providers, investments and systems, using dynamic tools and human-centric interfaces that adapt to the myriad ways funds operate to optimize productivity.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
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BlueFlame
HQ: United Kingdom
Website
- Description: Provider of AI for alternative investment managers, bridging knowledge management with automation. Delivers indexed enterprise knowledge, task automation across SaaS and proprietary systems, investor relations and marketing automation, investment research and deal diligence automation, within a SOC2-certified environment and SEC 17(a)-4 archiving.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Confluence
HQ: United States
Website
- Description: Provider of fund administration automation software for investment management companies, automating collection, creation, confirmation, and delivery of investment product data to enhance control, lower costs, and reduce risk. Offerings include performance and portfolio analytics, multi-asset risk management, integrated data technology and services, regulatory compliance and reporting, investor communications, and private fund reporting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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New Access
HQ: France
Website
- Description: Provider of software solutions for the private banking and wealth management industry, offering a core-to-digital platform with core banking and digital transformation tools, a Client Data Management system, and end-to-end SaaS services covering asset administration, transaction processing, and IT infrastructure in a private cloud.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full New Access company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for Atria Wealth Solutions
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to Atria Wealth Solutions
2.2 - Growth funds investing in similar companies to Atria Wealth Solutions
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4 - Top valuation comps for Atria Wealth Solutions
4.2 - Public trading comparable groups for Atria Wealth Solutions
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