Atlas
Buyer

Ameriprise

Planning-led; deep insurance product shelf.

Sector footprint

One company, every side of the market

WealthThis site
Ameriprise

Planning-led; deep insurance product shelf.

Capability matrix

CapabilityAmeriprise
managed●
planning●
insurance●

Parent organization

Ameriprise

Founded

Not yet sourced

Scale

$1.1T AUM

Companies alongside it

Peers grouped as ibd — the nearest comparables in the same part of the market.