About Cusonet
Cusonet is a Financial Services company based in San Diego (United States) founded in 1996, and was acquired by Atria Wealth Solutions in August 2017. It operates as an investment advisory, financial, and brokerage services are provided by CFS. Its focus areas include Investment Industry, Investment Consultants and Brokers and Dealers.
Company details
CFS was established in 1996 in San Diego, United States. Operations focus on the financial services sector, where investment advisory, financial planning, and brokers and dealers services are delivered. The company supports clients through these core functions, with activities centered in the United States. Leadership is held by Managing Director Erik Canedy, overseeing daily operations and strategic direction.
- Headquarters San Diego, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website cusonet.com
- Social LinkedIn
- Acquired by Atria Wealth Solutions (Aug 2017)
- Investors
- Acquired byAtria Wealth Solutions
(Aug 2017)
Investors in Cusonet
Cusonet has secured backing from 1 investor. Prominent investors backing the company include Atria Wealth Solutions.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Wealth management services are provided to clients nationwide. | 2017 | atriawealth.com | New York, United States |
Investor details for Cusonet
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of Cusonet
18 people are tracked at Cusonet (12 in leadership, 6 in team).
| Name | Role | Group |
|---|---|---|
Erik Canedy | Managing Director | Leadership |
Jason Lewis | Head of Service & Support | Leadership |
Travis Grimm | Head of Operations | Leadership |
Bob Holcomb | Chief Marketing Officer | Leadership |
John Reinhardt | Chief Technology Officer | Leadership |
Brian Bichler | Co-Head of Financial Institution Channel | Leadership |
Sean Meighan | Head of Advisory Services | Leadership |
Danielle Goodsell | Head of Human Resources | Leadership |
John Picone | Head of Investment Solutions | Leadership |
Kate Birchell | Vice President, UAT & Platform Maintenance | Leadership |
Patricia Flores | Vice President, Financial Services Manager | Leadership |
Joseph Whiting | Vp, Technology Operations - CUSO Financial Services, LP | Leadership |
Makay Dobbins | Financial Advisor | Team |
Amanda Hawley | General Counsel | Team |
Ryan Tingey | Program Manager At America First Credit Union | Team |
Gilbert Gil | Program Manager | Team |
Jon Davis | Program Manager | Team |
Erdal Elmas | Program Manager | Team |
Complete people profiles for Cusonet
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Timeline of Cusonet
2 dated milestones of Cusonet across 21 years, from founding to its latest funding, stage changes and deals.
- Founded Cusonet is founded.
- Exit Acquired by Atria Wealth Solutions.
Web traffic of Cusonet
Websites that share an audience with Cusonet (cusonet.com).
Websites whose visitors overlap most with Cusonet. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| netxinvestor.com | 100% | – | #15,983 | View details | |
| creditunion1.org | 67% | 249.1K | #109,483 | View details | |
| findyourcreditunion.co.uk | 67% | – | #1,347,076 | View details | |
communitycu.org | communitycu.org | 66% | – | – | – |
| wakotafcu.org | 66% | – | #10,634,143 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Cusonet
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
10 companies that operate in the same segment as Cusonet (Investment & Wealth Tech), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Provider of consulting, managed services, and technology solutions for financial services | 2010 | London, England, United Kingdom | USD 90.15 M | – | – | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | – | 523 | |
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | – | 186 | |
Mutual funds, portfolio management, and retirement planning services are offered. | 2001 | Mumbai, Maharashtra, India | USD 142.4 M | USD 180.76 M | 1,840 | |
Investment advisory, insurance distribution, and risk management services are provided. | 1998 | Chicago, Illinois, United States | USD 1.6 B | – | – | |
Investment consultant for future & options and commodities | 1987 | Kochi, Kerala, India | – | USD 71.52 M | 2,690 | |
Developer of a platforms offering credit score checks | 2021 | Jakarta, Jakarta, Indonesia | USD 12.4 M | – | – | |
AI-enabled financial planning and advisory solutions are provided for individuals. | 2018 | New York, New York, United States | USD 222.01 M | – | – | |
Venture capital investments and support for entrepreneurs in technology and innovation sectors. | 1911 | Redwood City, California, United States | – | USD 691.23 K | – |
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
Frequently Asked Questions about Cusonet
Cusonet was founded in 1996.
Cusonet is headquartered in San Diego, United States. It is registered at San Diego, California, United States.
CFS was established in 1996 in San Diego, United States. Operations focus on the financial services sector, where investment advisory, financial planning, and brokers and dealers services are delivered. The company supports clients through these core functions, with activities centered in the United States. Leadership is held by Managing Director Erik Canedy, overseeing daily operations and strategic direction.
Cusonet has 1 investor. Key investors include Atria Wealth Solutions.
Yes. Cusonet was acquired by Atria Wealth Solutions in August 2017.