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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.
Frontier Financial Credit Union is a Reno, NV-based company in the Financial Services sector.
If you designed your dream bank, it would probably be large enough to serve you well and small enough to know your name. It would offer better-than-average rates on deposits and loans, and the fees would be as low and as few as possible. Your bank would be locally run, financially sound, focused on your needs, and driven by service, not profit. It wouldn`t be here today and gone tomorrow. It would contribute to your community and support organizations that make Vermont special. And while you`re at it, you might as well make yourself a part-owner. Ready to see your dream come true? Then maybe what you`re looking for isn`t a bank, but a credit union. Open your NorthCountry account today and experience the difference! We`re open to anyone who lives works, studies or worships in northern Vermont (Addison, Caledonia, Chittenden, Essex, Franklin, Grand Isle, Lamoille, Orange, Orleans and Washington Counties). We have twelve conveniently located branches in: Alburgh, Barre, Berlin, Burlington, Colchester, East Montpelier, Lyndonville, Montpelier, Morrisville, Newport, Orleans, and South Burlington.
Peninsula Credit Union is a Shelton, WA-based company in the Financial Services sector.
Charlotte, N.C.-based Grandbridge, one of the largest full-service commercial and multifamily mortgage banking companies in the nation, arranges permanent commercial and multifamily real estate loans, services loan portfolios, and provides asset and portfolio management as well as real estate brokerage services on a national basis. The company has a broad capital provider base that includes insurance companies, pension fund advisors, and commercial banks as well as a proprietary lending platform.