Wealth Platform Provider Partners With Trust Company

Editorial Staff

6 December 2024

Osaic, HarborOne
Wealth management platform provider, Osaic, has partnered with HarborOne Bank, a Massachusetts-chartered trust company.

The pact will increase Osaic institutions' AuM by $114 million, Osaic said in a statement earlier this week.

HarborOne wants to make financial services an important part of its product offering, add to its roster of full-time advisors and AuM. It is tapping into Osaic’s resources in recruiting, technology, relationship management and lead generation.

Osaic, a portfolio company of Reverence Capital Partners, supports about 11,000 financial professionals.