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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.
Nonprofit Support Center is a Goleta, CA-based company in the Financial Services sector.
KSL Capital Partners, LLC is a premier investor in travel & leisure across five primary sectors: hospitality, recreation, clubs, real estate and travel services. Tracing our roots back to 1992, KSL Capital Partners was formed in 2005 and has invested in over 100 businesses. Our portfolio comprises some of the most unique and experiential properties and travel and leisure companies in the world. Founded by former operators, operational efficiency is in our DNA. KSL`s dedicated in-house strategic operating team works hand-in-hand with best-in-class management teams to deliver exceptional experiences for our guests, clients, employees, partners, investors and the communities in which we operate. With offices in Denver, Colorado; Stamford, Connecticut; New York City and London, KSL has both the global footprint and local expertise to identify unique opportunities and create long-standing businesses. We have dedicated strategies across Equity, Private Credit and Tactical Opportunities.
United Financial of Illinois Inc is a Naperville, IL-based company in the Financial Services sector.