CTOs on the Move

Copper Financial

www.cu.financial

 
Copper Financial ("CuFi") is an SEC-registered investment advisor, FINRA-registered Broker-Dealer, and state-registered insurance agency offering a breadth of investment and financial planning services to credit union members across the country. As a wholly-owned subsidiary of CommunityAmerica Credit Union, we understand the importance of meeting your members` unique needs wherever they are in their financial journey. Our fully digital experience and best-in-class technology platform allows members access to their accounts from anywhere at any time, and ensures the advisor and member have more time to focus on what matters—the path to financial peace of mind. Additionally, we are the only credit ...
  • Number of Employees: 25-100
  • Annual Revenue: $1-10 Million
  • www.cu.financial
  • 4550 North West Newberry Hill Road Suite 101
    Silverdale, WA USA 98383
  • Phone: 360.698.6546

Executives

Name Title Contact Details

Similar Companies

Southeast American Financial

Southeast American Financial is a Hollywood, FL-based company in the Financial Services sector.

Piper Sandler

Piper Sandler Companies (NYSE: PIPR) is a leading investment bank driven to help clients Realize the Power of Partnership®. Securities brokerage and investment banking services are offered in the U.S. through Piper Sandler & Co., member SIPC and NYSE; in the U.K. through Piper Sandler Ltd., authorized and regulated by the U.K. Financial Conduct Authority; and in Hong Kong through Piper Sandler Hong Kong Limited, authorized and regulated by the Securities and Futures Commission. Alternative asset management and fixed income advisory services are offered through separately registered advisory affiliates.

Florida Commerce Credit Union

Florida Commerce Credit Union is a Tallahassee, FL-based company in the Financial Services sector.

Varden Technologies

Varden Technologies is a Boston, MA-based company in the Financial Services sector.