Lee Equity-backed Atria to buy CUSO, Sorrento Pacific
Atria Wealth Solutions has agreed to buy CUSO Financial Services LP and its sister company, Sorrento Pacific Financial. Financial terms weren’t announced. CUSO co-founders Valorie Seyfert and Amy Beattie will have a stake in Atria and will continue to lead CUSO/Sorrento. CUSO/Sorrento, of San Diego, provides customized investment and insurance solutions to over 200 financial institutions. Atria is a portfolio company of Lee Equity Partners.
2 August 2017•4 mins read
