16 new institutions join CFS/SPF in 2023 while 16 renew partnerships
San Diego, CA — January 9, 2024 — CUSO Financial Services (CFS) and Sorrento Pacific Financial (SPF) subsidiaries of Atria Wealth Solutions, Inc. (Atria), are pleased to announce the formation of 16 new strategic partnerships with credit unions and banks, alongside the renewal of 16 existing financial institutions in 2023. Representing a combined asset base of nearly $240 billion and serving close to 15 million members and clients, these partnerships underscore CFS/SPF’s continued momentum as the destination of choice for wealth management programs in the credit union and community bank verticals.
