$1 billion university credit union chooses wealth management firm for its significant experience with start-up programs
San Diego, CA, and Cambridge, MA — May 23, 2023 — CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) is pleased to announce a multi-year agreement with Harvard University Employees Credit Union (HUECU) to provide wealth management services to their members. HUECU exclusively serves the Harvard community, including the staff, students and alumni of Harvard University, Harvard teaching hospitals and other affiliated organizations. Established in 1939, the credit union manages more than $1 billion in assets and serves more than 52,000 members.
