Atria Recruits Harvard University Employees Credit Union

Wealth Solutions Report | Chris Latham

May 24, 2023

Atria’s Credit Union-Focused Broker-Dealer Subsidiary CFS Signs Multi-Year Deal To Support Harvard University Employees Credit Union, With Over $1 Billion In Assets And More Than 52,000 Members

CUSO Financial Services (CFS), a broker-dealer subsidiary of Atria Wealth Solutions focused on the credit union wealth management space, announced a multi-year partnership with Harvard University Employees Credit Union (HUECU), which serves the Ivy League institution’s more than 52,000 members and manages over $1 billion in client assets.

HUECU, established in 1939, serves Harvard’s staff, students and alumni, Harvard teaching hospitals and other affiliated organizations. The deal comes a week after Atria announced a similar deal for CFS with Mobiloil Credit Union, which also holds over $1 billion and serves nearly 75,000 members.

“Our members are asking for expanded financial services, and CFS has a proven track record in the industry when it comes to implementing wealth management programs for credit unions,” said HUECU President and CEO Craig Leonard. “It’s clear that CFS shares our same values and mission – to offer members the support and options they can’t get anywhere else.”


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