| Name | Title | Contact Details |
|---|---|---|
Jerry Maloney |
Chief Compliance Officer | Profile |
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.
With our built-from-scratch technology that covers every stage of the loan process, LendingHome has opened access and simplified a way for real estate investors—both novice and experienced—to get financing, generate wealth, and build businesses. Since founded in 2013, we have funded over $6 billion dollars worth of loans across about 30,000+ projects, becoming the nation`s largest hard money lender. Combining the best technology and the most knowledgeable people, LendingHome has grown to a team of over 300 and has won many awards over the years including Forbes Fintech 50, Finovate Awards: Best Digital Mortgage Platform, Fast Company`s Most Innovative Companies, and many more. LendingHome is uniquely positioned to become the next great financial services brand powered by the most advanced mortgage platform in the world.
Annandale Capital is one of the leading companies in Financial Services industry. Annandale Capital is based in Dallas, TX. You can find more information on Annandale Capital at www.annandalecap.com
Omers Private Equity is a Toronto, ON-based company in the Financial Services sector.