Osaic, one of the nation’s largest providers of wealth management solutions, announced further expansion of its Osaic Institutions channel by adding five new credit union-affiliated wealth management programs. Previously aligned with CUSO Financial Services (part of Atria Wealth Solutions), these institutions bring nearly $500 million in combined client assets. Each credit union will remain member-operated under its existing brand.
Osaic Institutions is focused on serving the financial institution market and recognizes the operational, cultural, and regulatory nuances that define the space. Plus, Osaic works to deeply understand each institution’s structure and goals to build high-touch partnerships that empower program managers, financial professionals, and licensed branch employees to spend more time strengthening client relationships and driving business growth.
Rave FinancialCredit Union: Rave FinancialCredit Union, a Southeast Texas-based credit union formerly known as Mobileoil Credit Union and serving members since 1935, has affiliated with Osaic Institutions through Osaic’s W-2 model to support the continued growth of its wealth management program. And Advisor Marioreen “Mario” Gibson and her team will benefit from purpose-built technology, including enhanced reporting tools and single sign-on access for members. Plus, Rave will also receive hands-on support from Osaic relationship managers, including strategic planning, best practices and ongoing business development guidance.
Credit unions in Minnesota and North Dakota: South Metro Federal Credit Union in Minnesota and Capital Credit Union in North Dakota have also affiliated with Osaic Institutions for supporting their programs—South Metro Wealth Management and Capital Investment Services, respectively. These credit unions will benefit from Osaic’s advisor-centric platform, member-facing technology and consultative support designed specifically for financial institutions.
Credit unions in Ohio and California: Impact Credit Union in Ohio and Noble Credit Union in California have picked Osaic Institutions to power Impact Financial Services and Noble Investment Services respectively. And with integrated technology, dedicated relationship management and seamless digital access, both firms are well-positioned to enhance advisor efficiency, deepen client relationships and drive program growth.
KEY QUOTES:
“We’ve crafted something special at Osaic to support credit unions and banks in efforts to deliver exceptional wealth management services. It’s incredibly rewarding to offer these community pillars the scale and capabilities of a large firm—while continuing to deliver a personalized experience that feels intimate and intentional.”
Greg Cornick, executive vice president of Advice and Wealth Management at Osaic
“We’re thrilled to welcome these outstanding credit unions and their wealth management teams to Osaic. Each has built a strong, community-based program rooted in trust. Our model blends the boutique-level service these firms value with the scale and resources of a national platform—giving them everything they need to evolve and thrive.”
Stephen Amarante, executive vice president of Osaic Institutions
