Home Search
Clear1 - search results
If you're not happy with the results, please do another search
Atria’s CUSO Renews Partnership with Coastal Credit Union
Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal Credit Union, established in...
Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union
Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...
Mobiloil Credit Union joins Atria’s CUSO Financial
The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...
Tech Focused Wealth Management Firm Atria Acquires Grove Point from Kestra
Atria Wealth Solutions, the New York City-based wealth management solutions company, remains active on the acquisition front, recently adding Grove Point Financial to its...
Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.
Smarsh, the digital communications content-focused regtech enterprise, continues to expand...
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...