Atria Wealth Boosts Assets by $12B

Through these partnerships, financial institutions “gain access to a robust suite of products and solutions tailored to their unique needs,” according to Kevin Mummau, co-head of Atria’s Financial Institution business. “Our blend of technology, intellectual expertise and product solutions, coupled with unparalleled execution, ensures the highest level of service and support.”

Atria’s new credit union partners as of 2023 are: Allegent Community Federal, Bank of Hawaii, BlueOx, Capital, Clearview Federal, Harvard University Employees, I.L.W.U. Federal, Kemba, Rave Financial (formerly Mobiloil), North Central Area, Northern, One, Polish & Slavic Federal, Vermont State Employees, We Florida Financial and West-Aircomm Federal.

Credit union partnerships renewed last year include: Coastal Federal, Cornerstone Community Financial, Credit Human Federal, Firefighters First Federal, First Commonwealth Federal, Grow Financial Federal, HawaiiUSA Federal, Navy Federal, NE PA Community Federal, New England Federal, Selco Community, Skyla, University of Kentucky Federal and Water and Power Community.

CUSO and Sorrento also renewed arrangements with Dedham Savings and Thumb Bank & Trust in 2023.

Pictured: Brian Bichler