CUSO Financial Services and Sorrento Pacific Financial Celebrate 32 Financial Institution Partnerships in 2023, Representing $240 Billion in Total Assets
16 new institutions join CFS/SPF in 2023 while 16 renew partnerships
CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) subsidiaries of Atria Wealth Solutions, Inc. (Atria), are pleased to announce the formation of 16 new strategic partnerships with credit unions and banks, alongside the renewal of 16 existing financial institutions in 2023. Representing a combined asset base of nearly $240 billion and serving close to 15 million members and clients, these partnerships underscore CFS/SPF's continued momentum as the destination of choice for wealth management programs in the credit union and community bank verticals.
With nearly three decades of an exclusive focus on financial institutions, CFS and SPF have established themselves as trusted partners for financial institutions seeking comprehensive investment and wealth management solutions. These 16 newly formed partnerships and 16 renewals represents an exciting opportunity for CFS and SPF to enhance their expertise and provide an integrated technology platform and unparalleled support to an even wider network of banks and credit unions.
"In their partnerships with our firm, these forward-thinking institutions gain access to a robust suite of products and solutions tailored to their unique needs. Our blend of technology, intellectual expertise and product solutions, coupled with unparalleled execution, ensures the highest level of service and support," said Kevin Mummau, Co-Head of Atria's Financial Institution channel.
Brian Bichler, Co-Head of Atria's Financial Institution channel, added, "We are thrilled to welcome these esteemed banks and credit unions into the Atria family. Each new partnership and renewal represent a shared vision of growth, innovation and service. Together, we are poised to drive success, strengthen member relationships and help these financial institutions achieve their strategic objectives."
New Partnerships Announced in 2023
Allegent Community Federal Credit Union
Bank of Hawaii
BlueOx Credit Union
Capital Credit Union
Clearview Federal Credit Union
Harvard University Employees Credit Union
I.L.W.U. Federal Credit Union
Kemba Credit Union
Rave Financial Credit Union (formerly Mobiloil)
North Central Area Credit Union
Northern Credit Union
One Credit Union
Polish & Slavic Federal Credit Union
Vermont State Employees Credit Union
We Florida Financial Credit Union
West-Aircomm Federal Credit Union
Renewals Announced in 2023
The following banks and credit unions proactively renewed partnerships this year:
Coastal Federal Credit Union
Cornerstone Community Financial Credit Union
Credit Human Federal Credit Union
Dedham Savings
Firefighters First Federal Credit Union
First Commonwealth Federal Credit Union
Grow Financial Federal Credit Union
HawaiiUSA Federal Credit Union
Navy Federal Credit Union
NE PA Community Federal Credit Union
New England Federal Credit Union
Selco Community Credit Union
Skyla Credit Union
Thumb Bank & Trust
University of Kentucky Federal Credit Union
Water and Power Community Credit Union
The formation of these new partnerships, coupled with the firm's proactive renewals, further cements CFS/SPF's position as frontrunners in investment and wealth management solutions and also reflects the deep trust and confidence that financial institutions place in the firm's ability to deliver customized, state-of-the-art solutions.