Atria Subsidiaries Form and Renew 32 Partnerships For 2023

Wealth Solutions Report | James Miller

January 11, 2024

Financial Institutions-Focused CFS And SPF Enter And Renew Partnerships With Institutions Holding $240 Billion In Assets


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.”

“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.”

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