Atria Division Signs Wealth Management Deal With Harvard Credit Union

Jeff Berman | ThinkAdvisor

May 24, 2023

Atria Wealth Solutions subsidiary CUSO Financial Services signed a multiyear deal with Harvard University Employees Credit Union to provide wealth management services to HUECU members, the firms said Tuesday in a joint announcement.

The news came only about a week after CFS said it signed a multiyear agreement with Mobiloil Credit Union that gave its members access to Atria’s Clear1 portal and mobile app.

About a month ago, Atria said it signed a definitive deal to acquire Rockville, Maryland-based independent wealth manager Grove Point Financial from Kestra Holdings.


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