Harvard Credit Union Adds Wealth Management Services

Banker & Tradesman

May 24, 2023

Harvard University Employees Credit Union members now have access to wealth management services after the institution inked a deal with CUSO Financial Services.

The $1 billion-asset, 52,000-member credit union joins Quincy Credit Union as a customer of the subsidiary of Atria Wealth Solutions.

QCU and CUSO Financial Services announced their own multi-year deal in 2021 to will give members of the $700 million-asset lender access to investment services like retirement and financial planning at its branches and in its online presence.


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