Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra

Digital Wealth News | DWN Staff

April 26, 2023

Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its expanding network. The recently announced transaction, which is expected to close in the second half of 2023, will push Atria’s advisor headcount above 2,700 and its AUA to approximately $115 billion.

This latest move propels Atria’s impressive growth momentum forward, while providing Grove’s 400 advisors with access to the firm’s award-winning technologies, such as the Unio™ financial advisor platform, Contour, a fee-based advisory platform, the Clear1 client portal, virtual assistants, and more.

Beyond the concrete advantages, both firms point to the intangibles that sealed the deal: an alignment of culture and approach between the firms, as well as the shared priorities of each firm’s respective leadership teams.


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