Privacy Policy


Atria Wealth Solutions (“Atria,” “we,” “us” or “our”) understands that by using our website, you are entrusting us with your personal information. As a result, we have crafted this Privacy Policy (“Privacy Policy”) with you in mind, so that we can protect your personal information and inform you of your privacy rights. In this Privacy Policy, we explain our policies and procedures for data collection, use, maintenance, protection, and disclosure when you visit (the “Site”). This policy is effective as of September 4, 2019.

We will update this policy as we adjust our procedures to protect your information. Before these changes go into effect, we will post our updated Privacy Policy here, along with an effective date for the amended Privacy Policy. Once we alter the Policy, continued use of the Site on or after the effective date is considered consent to the amended Policy.

Automatically Collected Information

Automatic Information Collection

As is customary for websites, the Site will collect information, including technical and routing information about your computer or device, without you being prompted. We use this information to optimize our Site for our users’ use. If, however, you choose to browse the internet anonymously or otherwise opt-out, we will not collect technical or routing information about your computer or device.

Cookies & Web Analytics     

Some information, including but not limited to IP addresses, operating systems, browsers, and browsing patterns, is either tracked or collected using “cookies” (which are small data files that a website places on your hard drive for record-keeping purposes) or “web beacons” (which are transparent pixel images that are used in collecting information about website usage). We use these to ensure that our content improves and meets your, and other visitors’, needs. While most of the cookies we use will “disappear” when you finish browsing, we also use persistent cookies. Persistent cookies stay on your computer simply to ensure we recognize your device when you revisit our Site.

Please note that there are options on most browsers (including, but not limited to, Google Chrome, Mozilla Firefox, Safari, and Internet Explorer) to disable cookies. You can use such features to disable cookies, but it may impact your use of certain Site functions. To learn more about your ability to manage cookies and web beacons, please consult the privacy features in your browser.

Google Analytics

We may use Google Analytics to collect information about your use of the Site. Google Analytics collects certain information, such as how often you visit the Site, the pages you visit, and the other websites you use prior to visiting the Site. We may use the information received from Google Analytics to improve the Site. Google Analytics collects only the IP address assigned to you on the date you visit the website, rather than your name or other identifying information. We do not combine the information collected through the use of Google Analytics with any other information collected from you. Although Google Analytics stores a permanent cookie on your machine to identify you as a unique user the next time you visit the Site, the cookie cannot be used by anyone but Google. Google’s ability to use and share information collected by Google Analytics about your visits to this site is governed by the Google Analytics Terms of Use available at and the Google Privacy Policy available at You can prevent Google Analytics from recognizing you on return visits to this site by disabling cookies on your browser.

Other Information We Collect

When you use our website, we may request personal information, including your name, address, email, telephone number, or other identifiers. This information is only collected when you present it to us, and we may use it for a variety of reasons, as explained in more detail below.

Use of Personal Information

We may use (and, where specified, share) your personal information for the following purposes:


When you contact us, we may use personal information to reply and provide you with the services or information you requested. We also may use your personal information to collect feedback on our Site and policies.

Site Improvement

We reserve the right to use your personal information and browsing behavior to personalize our Site and improve the overall user experience. We also may use personal information to evaluate responsive rates or gauge the usability of the Site.

Protect Content

In order to stop malicious, deceptive, fraudulent or illegal activity from occurring on our website, we may use identifying information to monitor users’ behavior on the Site. Our attempts to prevent malicious, deceptive, fraudulent, or illegal internet activity may cause some users to be suspended from the Site and its features.

Data Processing

We process your information so that we can deliver information that you have either already requested or that we believe you would be interested in. Any information we transfer to a third-party processor that is not affiliated with Atria is done so as permitted by law. In some of these cases, we process this information automatically, but in others we will ask your permission in advance. Either way, your information helps us understand what our visitors are looking for, and helps us operate as a better, more responsive business. We always strive to respect your privacy.

Data Rights

Subject to applicable law, you may have the right to request and obtain information about, or copies of, the personal information we process regarding you, where said information comes from, the business or commercial purpose for collecting this information, the third parties with whom this information is shared, and whether our source of information is publicly available. As mentioned herein, you may also have the right to correct your personal information, or object to its processing. Lastly, you may be able to ask us for information about when we typically delete stored information, or ask that information be anonymized or destroyed, depending on the situation and applicable laws.  

All of our processing is in furtherance of a legitimate business interest under applicable law. We recognize that where processing of personal information is based on consent, a user may withdraw consent if the consumer wishes to do so, and that such consumer maintains a right to his or her own data.

For EU Data Subjects

The European Union’s General Data Protection Regulation (“GDPR”) and other countries’ privacy laws provide certain rights for data subjects. We are not established in the European Union, however, and we do not offer goods or services to data subjects in the European Union, nor do we monitor behavior of data subjects in the European Union for the purposes of profiling. For these reasons, your rights under GDPR may be limited in relation to your use of our website. To the extent GDPR grants you rights in relation to the use of our website, we will honor them. Among these rights is the right to know the purpose of processing; the categories of personal data concerned; who else outside of our organization might have received the data from us; what the source of the information was (if you did not provide it directly to us); and how long the data will be stored. Additionally, you may have the right to access and rectify your personal data if it is inaccurate. You may, under certain circumstances, also request that we cease using your data for direct marketing purposes, or that we erase your data. You may also have a right to lodge a complaint with the appropriate data protection authority if you have concerns about how we process your personal data. Where such rights are applicable, we will, at your request, provide personal data that you have provided to us to you or transmit it directly to another controller if technically feasible.

Information Disclosure

We may need to disclose your personal information, as described herein. Most of our disclosures are necessary to either complete a transaction or provide the information you have requested. Nonetheless, we may disclose your information if needed to comply with a court order, law, legal proceeding, or request from the government. We also reserve the right to disclose your information if we have the reasonable belief that said disclosure is fundamental to the safety of individuals associated with Atria or others unaffiliated with the company.

We reserve the right to transfer any information we have about you in the event we sell or transfer all or a portion of our business or assets. Should such a sale or transfer occur, we will use reasonable efforts to require that the transferee use personal information provided through this Web site in a manner that is consistent with this Privacy Policy.

Tracking Disclosure

We do not respond to web browser “do not track” signals or other similar mechanisms.

Children Under the Age of 13

This Site is not designed for children under the age of thirteen, and we do not collect information about children specifically. If you believe that we have inadvertently collected information from a child in that age demographic, please contact us. Our policy is to delete any information collected from a child under the age of 13 as quickly as possible.

External Links

The Site may contain links to third-party material, including other websites. This material is not affiliated with, or owned by, Atria, and all other websites have their own separate terms and conditions and privacy policies. After you choose to follow a link and leave our Site, we are not responsible for the content of those websites, or their privacy policies. We are not responsible for what information they collect, or how they choose to use that information, as their respective privacy policies control your use of these websites.

Our site also links to websites maintained by other entities that are affiliated with Atria, currently listed on our website as “Our firms.”  Although these firms are affiliated with Atria, each of their websites, and your use of those websites, is governed by the website’s own privacy policy.


We utilize standard and reasonable security methods, including administrative, technical and physical safeguards, to prevent theft, unauthorized access, alteration, destruction, or unauthorized disclosure in relation to your information. Our methods are frequently and repeatedly tested and improved. Nonetheless, no communication using the internet is perfectly secure. We will attempt to protect your information, but we cannot guarantee the safety of any information you send to us, and you do so at your own risk. In the unlikely case of a breach of your personal information, we will disclose the breach to you as required under relevant law.

Contact Us

If you have any questions or concerns about these policies, or how Atria protects your personal data, please feel free to contact:


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