How does an upstart wealth management firm separate itself from the pack?

In a category crowded with well-established competitors—many proclaiming similar offerings—Atria needed a way to stand out. The answer was found in the company’s strong internal culture—one that prizes follow thru, results, and straight talk.

Print

Establishing expertise.

Atria’s in-house magazine The Edge was redesigned with a clean, consistent look—lending professional polish to the company’s thought leadership.

Naming

Together is better.

The firm’s technology platform unifies advisor workflow with a single, easy-to-use dashboard. Unio captures the idea of having it all in one place.

Unio

Campaigns

Emerging from sea of sameness.

Digital campaigns break through by breaking with common photography tropes in the category, using punchy, thought-provoking animations to engage prospects.

Digital

From conversation to conversion.

Reflecting the company’s pragmatic, results oriented culture, the online experience breaks down into simple, easy-to-read modules. Prospects get a comprehensive view of Atria offerings and thought leadership, with clear calls to engage more deeply.

Video

Changing the tempo.

An energetic look at a transforming world delivers a dynamic wake-up call—highlighting the need for a modern wealth management approach.

Outcome

Four years after its founding, Atria has grown well beyond its startup roots, supporting over 2,500 financial professionals and more than $100 billion in client assets, while earning awards and recognition across the industry.