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CUSO Financial Services and its sister company, Sorrento Pacific Financial, in San Diego, Calif., signed an agreement last week to be bought by Atria Wealth Solutions in New York, which is backed by a private equity firm.

As part of the agreement, Atria will be buying the equity interests of CFS, while co-founders Valorie Seyfert and Amy Beattie will obtain an equity interest in Atria, and they will continue to lead CFS/SPF. Lee Equity Partners, a growth-focused middle market private equity firm in New York, is an Atria investor.

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Peter Strozniak


Credit Union Times

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