Atria Subsidiaries Form And Renew 32 Partnerships For 2023

Financial Institutions-Focused CFS And SPF Enter And Renew Partnerships With Institutions Holding $240 Billion In Assets
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report
James Miller, Contributing Editor & Research Analyst, Wealth Solutions Report

Atria Wealth Solutions’ broker-dealer subsidiaries focused on the financial institutions space, CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF), announced they formed 16 new partnerships and renewed 16 partnerships with banks and credit unions in 2023. The new and renewed partners have a combined asset base of $240 billion, with nearly 15 million financial institution members and clients.

Kevin Mummau, Co-Head of Atria’s Financial Institution channel, said, “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.”

Kevin Mummau, Co-Head of Financial Institution channel, Atria Wealth Solutions
Kevin Mummau, Co-Head of Financial Institution channel, Atria Wealth Solutions

“We are thrilled to welcome these esteemed banks and credit unions into the Atria family,” said Brian Bichler, Co-Head of Atria’s Financial Institution channel. “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.”

The new partnerships announced last year were with Allegent Community Federal Credit Union, Bank of Hawai‘i, 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 and West-Aircomm Federal Credit Union.

Brian Bichler, Co-Head of Financial Institution channel, Atria Wealth Solutions
Brian Bichler, Co-Head of Financial Institution channel, Atria Wealth Solutions

The Atria subsidiaries also renewed partnerships in 2023 with 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 and Water and Power Community Credit Union.

CFS and SPF have been partnering with financial institutions since 1997 and have over $40 billion in assets under administration (AUA), serving over 200 banks and credit unions. Atria’s other subsidiaries include Cadaret Grant, NEXT Financial Group, Western International Securities, SCF Securities and Grove Point Financial, which it acquired in September 2023. After completing the Grove Point acquisition, Atria serves almost 2,700 professionals with close to $120 billion in AUA.

James Miller, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at ContributingEd@wealthsolutionsreport.com.

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