Atria Wealth Solutions subsidiary CUSO Financial Services signed a multiyear deal with Harvard University Employees Credit Union to provide wealth management services to HUECU members, the firms said Tuesday in a joint announcement.
The news came only about a week after CFS said it signed a multiyear agreement with Mobiloil Credit Union that gave its members access to Atria's Clear1 portal and mobile app.
About a month ago, Atria said it signed a definitive deal to acquire Rockville, Maryland-based independent wealth manager Grove Point Financial from Kestra Holdings.
The Harvard credit union exclusively serves the university's staff, students and alumni, Harvard teaching hospitals and other affiliated organizations. The credit union, established in 1939, manages over $1 billion in assets and serves more than 52,000 members.
CFS provides financial institutions with a product platform, practice management resources and a variety of tools, including the Clear1 portal and mobile app, which CFS said provides real-time data and home banking integration.
