We're honored to be part of those
illuminating the future of
wealth management.

We are very proud of the prestigious industry recognition we’ve received this year recognizing our vision, platform and leadership. This recognition serves as validation of our vision and strategy, ability to execute, our talented team and, most importantly, our commitment to creating an environment where you — as our client — can thrive and deliver a more meaningful wealth management experience for your clients.

2022-WM-industryAwards
Chief Technology Officer of the Year
John Reinhardt
Winner
 
Service
Premium Service
Finalist
 
Technology
Unio Advisor Platform
Finalist
 
Digital Marketing Campaign of the Year
Piggyback Power
Finalist
2022-LuminariesAwards
 
Executive Leadership
Firm Category
Atria Wealth Solutions
Winner
 
Executive Leadership
Individual Category
Brian Bichler
Finalist
Aite
Digital Wealth Management Impact Award
Advisor-Focused Digital Client Engagement Category
Unio Advisor Platform
Winner
Our vision of delivering a clear path
to the future of wealth management is reality.
And we're not slowing down.
 
It's good thinking with you in mind.
 
So you can thrive
and build real life value
for your clients.
 
button-expore-good-thinking