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Atria Wealth Solutions (Atria) is a modern wealth management solutions holding company founded in 2017 by three seasoned wealth management executives, Doug Ketterer, Eugene Elias and Kevin Beard, backed by Lee Equity Partners (LEP), and designed specifically for today’s financial advisors and their clients. The company’s core mission is to help its subsidiaries empower their financial advisors with a next generation set of tools, services and capabilities that support their growth and enable them to prosper in a digitally connected and constantly evolving financial environment. At the same time, Atria believes it is critical to help its subsidiaries meet the ongoing needs of their financial advisors’ end clients by providing them with choice, access and transparency. Atria’s subsidiaries will combine these capabilities and features into a holistic integrated solution for both financial advisors and their end clients. In order to compete and succeed in today’s environment, financial advisors must have access to and be supported by the highest quality resources, innovative solutions, and a firm that listens and responds to their and their clients’ needs first. Atria is not a registered investment advisor or a broker dealer and do not provide investment advice. Investment advice is only provided by our subsidiaries that are registered investment advisers or broker dealers. Every investor is advised to conduct his or her own research, due diligence, and consult with a financial advisor before making an investment decision.
Geneva Capital Management Ltd is a Milwaukee, WI-based company in the Financial Services sector.
The Bank of Princeton is a growing, profitable community bank that was founded in Princeton, New Jersey in 2007. It is a New Jersey state-chartered commercial bank with ten branches in New Jersey, including three in Princeton and others in Hamilton, Pe...
Versana is an industry-backed fintech on a mission to make the syndicated loan market better. By digitally capturing agent banks` reference data directly from its source on a real-time basis, Versana provides unprecedented transparency into loan level details and portfolio positions, bringing efficiency and velocity to the entire market. Through our platform, participants can rest assured they`re accessing the loan market`s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited transformation of the syndicated loan market.
Financieren, Bedrijfsoverdracht, Investeren, Aankoop en Verkoop bedrijf, Vermogensbeheer, Crowdfunding,