Case Study: Atria Wealth Solutions builds market credibility and media visibility with KCD PR

Atria Wealth Solutions earns weekly inbound inquiries with KCD PR

Atria Wealth Solutions, a new holding company in the financial services sector, faced the complex challenge of announcing its launch, a significant private equity investment, and the acquisition of two broker-dealers simultaneously. This required a strategic communications partner with expertise in managing multiple stakeholder groups. They engaged KCD PR for comprehensive public relations and communications consultancy services.

KCD PR developed and executed a strategic communications plan that included internal and external messaging, media relations, and spokesperson training. The solution delivered powerful results, generating widespread coverage in top-tier outlets like The Wall Street Journal and Barron's. This media success granted the firm an immediate 'license to operate,' leading to weekly inbound inquiries from potential acquisition targets and establishing its executives as acclaimed thought leaders in the wealth management industry.

Atria Wealth Solutions