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Atria Wealth Solutions integrates Riskalyze to its enterprise technology ecosystem

By Pavithra R

February 25, 2021

  • America
  • Atria

Riskalyze, transforming the advisory industry by empowering the world to invest fearlessly, has announced entering into a new partnership with Atria Wealth Solutions, a multi-channel wealth management solutions holding company, to equip nearly 2,500 financial professionals registered through Atria owned broker-dealers with access to Riskalyze as part of its suite of technology tools and integrated financial planning solutions.

Founded in 2017, Atria has built robust technology focused on enabling financial professionals to deepen and enrich their relationships with their clients and prospects. The alliance with Riskalyze supports Atria’s strategy and arms financial professionals with leading risk management solution complementing a toolset that helps the entire financial professional ecosystem and serves as a critical part of the financial planning process for their clients.

“Our shared vision of providing advisors with the tools and technology to have more meaningful interactions with their clients led us to a natural partnership with Atria. The cultural alignment between our two firms is rare, and we’re excited to be riding along on the proverbial rocket ship with them,” said Drew DiMarino, Chief Growth Officer at Riskalyze.

The collaboration is the latest announcement in support of Atria’s accelerating growth. The firm’s broker-dealers have had substantial financial professional recruitment and growth of existing financial professionals practices. This, along with its 2020 acquisition of independent broker-dealer Western International Securities, and its current plan to acquire SCF Securities, an independent wealth management firm, are driving this rapid expansion.

“We’re focused on providing holistic financial planning solutions to financial professionals so they can develop and implement the most impactful plans for their clients. Understanding a client’s risk is imperative in providing holistic advice, which is why we are so excited to have an enterprise solution in place with Riskalyze. We feel that this partnership will provide immense benefits to our subsidiary financial professionals and those looking to partner with us in the future,” said Eugene Elias, Jr., Chief Operating Officer and Founding Partner at Atria.

“We’re thrilled to be a part of the technology ecosystem that empowers financial professionals to make informed decisions and recommendations to their clients. Our mission of empowering the world to invest fearlessly starts with great professionals like those within the Atria network, and this partnership brings us even closer to making our shared vision a reality,” said Patrick Hannon, Head of Enterprise Solutions at Riskalyze.

According to company data, Atria, since its inception, has grown to $90bn in assets under administration. The partnership is expected to provide a valuable addition in terms of analytics for the nearly 2,500 financial professionals in the company network and will facilitate greater insight into the risk tolerance of their clients.

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