CUSO Financial Services receives SEC/NASD (now FINRA) approval and opens its doors for business. And, yes, it’s 1997! Sweater vest, check. Shoulder pads, check, check. Soon after officially becoming a BD, we celebrate our first program to sign on.
By the mid-2000s, we’ve signed on over 40 programs, and celebrate $5M in GDC and $50M in annual revenue.
As our team expands, we only get stronger. From our people-first culture to industry recognition by the National Association of Credit Union Service Organizations (NACUSO), and even our marketing — check out our vintage swag!
What a difference 10 years make. 60+ programs strong and Valorie being recognized by Ernst & Young. Side note: kelly green is definitely our color.
We kick off the new decade with some stellar achievements, including surpassing $100 million in revenue and $50 million in GDC with over 150 credit union programs.
Now one of the fastest-growing companies and named among the best places to work in San Diego, we move offices to our present-day campus on Meanley Drive to support growth and increase efficiencies.
This year marks the beginning of our perennial recognition by the Bank Insurance & Securities Association (BISA). EVP Kevin Mummau is inducted into BISA Circle of Excellence and our Mobile Scanning App for advisors wins BISA Technology Innovation Award.
A “buttoned up” lobby shot of the team, now serving 125 programs, BISA Technology Innovation Awards for our BuildMyProfile tool and SendMyDocs phone app and Valorie gracing her first magazine cover!
A banner year, with CUSO Financial Services becoming part of Atria Wealth Solutions to provide credit union partners deeper resources and new technology platforms. Joining the Atria family gives way to our fourth consecutive BISA Technology Innovation Award and being nominated at the Top Tech Exec Awards. And, of course, commemorating 20 years in business.
We launch Clear1, our intuitive client portal, along with business texting to offer even more ways for you to stay in touch with your members. We go on to send over one million texts over the next three years, averaging roughly 20,000 texts per month.
Our steady, managed growth tells us that we’re doing something right. We couldn’t be more excited about the next chapter, and the opportunity to transform your business in a way that works just for you.
